2023 Form 5500 filing — Inserra Supermarkets, Inc. Pension 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 20241016102904NAL0060907394001) for Inserra Supermarkets, Inc. Pension Plan, reported by Inserra Supermarkets, Inc. under EIN 22-1710174 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016102904NAL0060907394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inserra Supermarkets, Inc.
- EIN
- 22-1710174
- Plan number
- 001
- Location
- Mahwah, NJ
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,016,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,016,915
- Employer contributions
- $220,192
- Total income / additions
- $1,391,583
- Benefits paid
- $652,722
- Administrative expenses
- $121,543
- Total expenses
- $774,265
- Net increase / (decrease)
- $617,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $114,203 | $0 |
| Equitable Advisors LLC | INVESTMENT ADVISORY | $0 | $26,989 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $7,340 | not reported in the loaded dataset |