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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20241016102904NAL0060907394001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$114,203$02023
Equitable Advisors LLCINVESTMENT ADVISORY$0$26,9892023
Principal Global Investors, LLCINVESTMENT ADVISORY$7,340not reported in the loaded dataset2023

Related Form 5500 pages