The Inland Group, LLC Savings Plan — Form 5500 plan (The Inland Group, 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, The Inland Group, LLC Savings Plan is a benefit plan reported by The Inland Group, LLC under EIN 36-3189393 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,105 participants and $96,673,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Inland Group, LLC
EIN
36-3189393
Plan number
001
Plan type
2
Location
Oak Brook, IL
Latest filing year
2023
Participants
1,105
End-of-year plan assets
$96,673,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,105H, C20240916170230NAL0001773057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,673,683
Total liabilities (EOY)
$0
Net assets (EOY)
$96,673,683
Net assets (BOY)
$79,353,987

Income & contributions

Employer contributions
$1,998,872
Participant contributions
$6,139,755
Total contributions
$8,595,097
Total income / additions
$22,191,904

Expenses & distributions

Benefits paid
$4,671,279
Administrative expenses
$181,388
Total expenses
$4,852,667
Net increase / (decrease)
$17,339,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow Financial Investment ManageNONE$140,167not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$73,515$02023
Forvis LlpNONE$16,710not reported in the loaded dataset2023

Related Form 5500 pages