Plan5500

Intact Usa Retirement Savings Plan — Form 5500 plan (Intact Services Usa LLC)

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, Intact Usa Retirement Savings Plan is a benefit plan reported by Intact Services Usa LLC under EIN 26-3300555 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,227 participants and $787,740,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intact Services Usa LLC
EIN
26-3300555
Plan number
002
Plan type
2
Location
Plymouth, MN
Latest filing year
2023
Participants
3,227
End-of-year plan assets
$787,740,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,227H, C20241008133645NAL0008415059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$787,740,924
Total liabilities (EOY)
$33,500
Net assets (EOY)
$787,707,424
Net assets (BOY)
$702,128,376

Income & contributions

Employer contributions
$6,357,692
Participant contributions
$18,808,986
Total contributions
$28,276,822
Total income / additions
$137,322,614

Expenses & distributions

Benefits paid
$51,242,458
Administrative expenses
$493,438
Total expenses
$51,743,566
Net increase / (decrease)
$85,579,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$268,416not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$200,047$02023
Crowe LlpNONE$34,125not reported in the loaded dataset2023

Related Form 5500 pages