Instant Brands Pension Plan — Form 5500 plan (Instant Brands Holdings, 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, Instant Brands Pension Plan is a benefit plan reported by Instant Brands Holdings, Inc. under EIN 16-1403318 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,079 participants and $103,285,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Instant Brands Holdings, Inc.
- EIN
- 16-1403318
- Plan number
- 004
- Plan type
- 2
- Location
- Rosemont, IL
- Latest filing year
- 2023
- Participants
- 3,079
- End-of-year plan assets
- $103,285,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,079 | H, C | 20241014180942NAL0045605744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,285,049
- Total liabilities (EOY)
- $378,822
- Net assets (EOY)
- $102,906,227
- Net assets (BOY)
- $95,994,288
Income & contributions
- Employer contributions
- $8,515,388
- Total contributions
- $8,515,388
- Total income / additions
- $16,347,586
Expenses & distributions
- Benefits paid
- $7,909,604
- Administrative expenses
- $1,526,043
- Total expenses
- $9,435,647
- Net increase / (decrease)
- $6,911,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $218,190 | $0 | 2023 |
| Aon Hewitt Investment Consulting | NONE | $169,377 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, Na | NONE | $56,502 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $48,801 | not reported in the loaded dataset | 2023 |
| Metlife | NONE | $43,682 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Instant Brands Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rosemont, IL
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Aon Hewitt Investment Consulting — Schedule C compensation
- Jpmorgan Chase Bank, Na — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Metlife — Schedule C compensation