2023 Form 5500 filing — Insurance Organizations Employees' Retirement 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 20241015114142NAL0029433745001) for Insurance Organizations Employees' Retirement Plan, reported by Trustees Of The Insurance Organizations' Pension Trust under EIN 13-6312183 and plan number 001. It reports 1,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114142NAL0029433745001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trustees Of The Insurance Organizations' Pension Trust
- EIN
- 13-6312183
- Plan number
- 001
- Location
- Livonia, MI
- Participants
- 1,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $213,263,404
- Total liabilities (EOY)
- $303,119
- Net assets (EOY)
- $212,960,285
- Employer contributions
- $9,528,271
- Total income / additions
- $36,307,125
- Benefits paid
- $9,887,175
- Administrative expenses
- $1,964,721
- Total expenses
- $11,851,896
- Net increase / (decrease)
- $24,455,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware Inc. | ACTUARIAL RECORDKEEPING | $810,124 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $125,306 | $0 |
| Parker Brown Macaulay & Sheerin Pc | NONE | $84,784 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $40,170 | $0 |
| Caron & Bletzer | NONE | $26,200 | not reported in the loaded dataset |