2023 Form 5500 filing — International Foundation 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 20241015174311NAL0015187187001) for International Foundation Employees Retirement Plan, reported by International Foundation Of Employee Benefit Plans, Inc. under EIN 39-1034021 and plan number 003. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174311NAL0015187187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Foundation Of Employee Benefit Plans, Inc.
- EIN
- 39-1034021
- Plan number
- 003
- Location
- Brookfield, WI
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,555,215
- Total liabilities (EOY)
- $39,019
- Net assets (EOY)
- $50,516,196
- Employer contributions
- $910,000
- Total income / additions
- $5,455,441
- Benefits paid
- $3,160,369
- Administrative expenses
- $406,312
- Total expenses
- $3,566,681
- Net increase / (decrease)
- $1,888,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust | NONE | $29,790 | $0 |
| Rvk Inc | NONE | $28,500 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $23,360 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $21,331 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $21,000 | not reported in the loaded dataset |
| Mesirow Financial Fund Viii | NONE | $15,315 | $0 |
| Hamilton Lane Advisors, LLC | NONE | $14,419 | not reported in the loaded dataset |
| Nb Alternatives Advisers, LLC | NONE | $9,845 | $0 |
| Shenkman Capital Management | NONE | $9,536 | not reported in the loaded dataset |
| United Of Omaha Life Insurance Co | NONE | $8,205 | not reported in the loaded dataset |
| State Street Global Advisor Trust C | NONE | $7,081 | $0 |
| Mesirow Financial Fund Vi | NONE | $4,494 | $0 |
| Blackrock Institutional Trust Compa | NONE | $3,704 | $0 |