2023 Form 5500 filing — Standard International Management, LLC 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 20241015153338NAL0056984754001) for Standard International Management, LLC 401(K) Plan, reported by Standard International Management, LLC under EIN 46-3247791 and plan number 001. It reports 1,686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153338NAL0056984754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard International Management, LLC
- EIN
- 46-3247791
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,802,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,802,273
- Employer contributions
- $203,529
- Participant contributions
- $1,057,537
- Total income / additions
- $4,228,365
- Benefits paid
- $1,043,579
- Administrative expenses
- $120,736
- Total expenses
- $1,281,316
- Net increase / (decrease)
- $2,947,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $120,736 | $0 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $28,712 |
| Pkf O'Conner Davies, Llp | ACCOUNTANT | $0 | $14,636 |