2023 Form 5500 filing — The Independent School Group Retirement Plan (Misbo)
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 20250212181504NAL0011865379001) for The Independent School Group Retirement Plan (Misbo), reported by Mid-South Independent School Business Officers, Inc. under EIN 58-2057721 and plan number 005. It reports 1,754 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212181504NAL0011865379001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mid-South Independent School Business Officers, Inc.
- EIN
- 58-2057721
- Plan number
- 005
- Location
- Marietta, GA
- Participants
- 1,754
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,109,218
- Net assets (EOY)
- $163,109,218
- Employer contributions
- $3,382,406
- Participant contributions
- $5,148,721
- Total income / additions
- $30,622,204
- Benefits paid
- $12,036,590
- Administrative expenses
- $260,429
- Total expenses
- $12,301,364
- Net increase / (decrease)
- $18,320,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $82,152 | $0 |
| Resources Investment Advisors | ADVISOR | $55,510 | not reported in the loaded dataset |
| Equitable Financial Insurance Compa | RECORD KEEPER | $4,643 | $49,301 |
| Tiaa - Teachers Insurance And Annui | RECORD KEEPER | $2,820 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |