2023 Form 5500 filing — Industrial Group Intermediate Holdings, LLC Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015104113NAL0028094273001) for Industrial Group Intermediate Holdings, LLC Retirement Savings Plan, reported by Industrial Group Intermediate Holdings, LLC under EIN 46-5377299 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104113NAL0028094273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Industrial Group Intermediate Holdings, LLC
- EIN
- 46-5377299
- Plan number
- 001
- Location
- Rye, NY
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,806,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,806,983
- Employer contributions
- $391,111
- Participant contributions
- $521,592
- Total income / additions
- $2,655,851
- Benefits paid
- $1,096,685
- Administrative expenses
- $4,776
- Total expenses
- $1,101,461
- Net increase / (decrease)
- $1,554,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $9,669 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,776 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |