Plan5500

Iqor Retirement Savings Plan — Form 5500 plan (Iqor, 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, Iqor Retirement Savings Plan is a benefit plan reported by Iqor, Inc. under EIN 31-1591790 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,401 participants and $46,555,489 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iqor, Inc.
EIN
31-1591790
Plan number
002
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
4,401
End-of-year plan assets
$46,555,489

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,401H, C20250219103024NAL0003381875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,555,489
Total liabilities (EOY)
$0
Net assets (EOY)
$46,555,489
Net assets (BOY)
$44,398,439

Income & contributions

Participant contributions
$1,266,852
Total contributions
$1,359,315
Total income / additions
$7,831,978

Expenses & distributions

Benefits paid
$5,606,860
Administrative expenses
$68,068
Total expenses
$5,674,928
Net increase / (decrease)
$2,157,050

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvsRETAINED BY THE CLIENT$68,068$02023
New York Life Insurance CompanyRETAINED BY EMPLOYER$0$02023

Related Form 5500 pages