Inserra Supermarkets, Inc. Pension Plan — Form 5500 plan (Inserra Supermarkets, 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, Inserra Supermarkets, Inc. Pension Plan is a benefit plan reported by Inserra Supermarkets, Inc. under EIN 22-1710174 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $9,016,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inserra Supermarkets, Inc.
- EIN
- 22-1710174
- Plan number
- 001
- Plan type
- 2
- Location
- Mahwah, NJ
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $9,016,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241016102904NAL0060907394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,016,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,016,915
- Net assets (BOY)
- $8,399,597
Income & contributions
- Employer contributions
- $220,192
- Total contributions
- $220,192
- Total income / additions
- $1,391,583
Expenses & distributions
- Benefits paid
- $652,722
- Administrative expenses
- $121,543
- Total expenses
- $774,265
- Net increase / (decrease)
- $617,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $114,203 | $0 | 2023 |
| Equitable Advisors LLC | INVESTMENT ADVISORY | $0 | $26,989 | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $7,340 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Inserra Supermarkets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mahwah, NJ
- Principal Life Insurance Company — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation