Iris Usa, Inc. Comprehensive Retirement Savings Plan — Form 5500 plan (Iris Usa, 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, Iris Usa, Inc. Comprehensive Retirement Savings Plan is a benefit plan reported by Iris Usa, Inc. under EIN 36-3415877 and plan number 002. The latest loaded filing year is 2023. The filing reports 587 participants and $21,215,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iris Usa, Inc.
EIN
36-3415877
Plan number
002
Plan type
2
Location
Pleasant Prairie, WI
Latest filing year
2023
Participants
587
End-of-year plan assets
$21,215,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023587H, C20241010093558NAL0009862419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,215,316
Total liabilities (EOY)
$0
Net assets (EOY)
$21,215,316
Net assets (BOY)
$18,083,959

Income & contributions

Employer contributions
$553,097
Participant contributions
$983,067
Total contributions
$2,196,875
Total income / additions
$5,262,216

Expenses & distributions

Benefits paid
$2,064,611
Administrative expenses
$66,248
Total expenses
$2,130,859
Net increase / (decrease)
$3,131,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$66,248$02023

Related Form 5500 pages