2023 Form 5500 filing — Informa Usa, Inc. 401(K) 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 20241015104856NAL0028111265001) for Informa Usa, Inc. 401(K) Plan, reported by Informa Usa, Inc. under EIN 04-2991330 and plan number 001. It reports 6,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104856NAL0028111265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Informa Usa, Inc.
- EIN
- 04-2991330
- Plan number
- 001
- Location
- Lake Success, NY
- Participants
- 6,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $658,448,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $658,448,565
- Employer contributions
- $7,906,772
- Participant contributions
- $25,798,278
- Total income / additions
- $142,058,059
- Benefits paid
- $59,334,353
- Administrative expenses
- -$33,460
- Total expenses
- $59,307,343
- Net increase / (decrease)
- $82,750,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $118,413 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $115,876 | not reported in the loaded dataset |
| Ice Miller Llp | ATTORNEY/LEGAL | $28,432 | not reported in the loaded dataset |
| Aafcpas Inc | ACCOUNTANT/AUDITOR | $21,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$317,585 | $0 |