Ima Life North America, Inc. 401(K) Retirement Plan — Form 5500 plan (Ima Life North America, 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, Ima Life North America, Inc. 401(K) Retirement Plan is a benefit plan reported by Ima Life North America, Inc. under EIN 20-3265112 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $51,491,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ima Life North America, Inc.
- EIN
- 20-3265112
- Plan number
- 001
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $51,491,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20240730112837NAL0013330371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,491,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,491,336
- Net assets (BOY)
- $48,169,159
Income & contributions
- Employer contributions
- $1,318,359
- Participant contributions
- $1,584,515
- Total contributions
- $3,056,539
- Total income / additions
- $10,545,935
Expenses & distributions
- Benefits paid
- $7,160,044
- Administrative expenses
- $63,714
- Total expenses
- $7,223,758
- Net increase / (decrease)
- $3,322,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lawley-Courier Advisors, LLC | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investemnts Inst. Ops Co. | RECORDKEEPER | $21,744 | $0 | 2023 |
| Actuarial Consulting Servcies, Inc. | THIRD PARTY ADMINISTRATO | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ima Life North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- Lawley-Courier Advisors, LLC — Schedule C compensation
- Fidelity Investemnts Inst. Ops Co. — Schedule C compensation
- Actuarial Consulting Servcies, Inc. — Schedule C compensation