Informa Usa, Inc. 401(K) Plan — Form 5500 plan (Informa Usa, Inc.)
Plain-English plan 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, Informa Usa, Inc. 401(K) Plan is a benefit plan reported by Informa Usa, Inc. under EIN 04-2991330 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,046 participants and $658,448,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Informa Usa, Inc.
- EIN
- 04-2991330
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Success, NY
- Latest filing year
- 2023
- Participants
- 6,046
- End-of-year plan assets
- $658,448,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,046 | H, C | 20241015104856NAL0028111265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $658,448,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $658,448,565
- Net assets (BOY)
- $565,958,084
Income & contributions
- Employer contributions
- $7,906,772
- Participant contributions
- $25,798,278
- Total contributions
- $36,755,900
- Total income / additions
- $142,058,059
Expenses & distributions
- Benefits paid
- $59,334,353
- Administrative expenses
- -$33,460
- Total expenses
- $59,307,343
- Net increase / (decrease)
- $82,750,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $118,413 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $115,876 | not reported in the loaded dataset | 2023 |
| Ice Miller Llp | ATTORNEY/LEGAL | $28,432 | not reported in the loaded dataset | 2023 |
| Aafcpas Inc | ACCOUNTANT/AUDITOR | $21,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$317,585 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Informa Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lake Success, NY
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Ice Miller Llp — Schedule C compensation
- Aafcpas Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation