Industries For The Blind And Visually Impaired, Inc. Retirement Savings Plan — Form 5500 plan (Industries For The Blind And Visually Impaired, 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, Industries For The Blind And Visually Impaired, Inc. Retirement Savings Plan is a benefit plan reported by Industries For The Blind And Visually Impaired, Inc. under EIN 39-0840476 and plan number 004. The latest loaded filing year is 2023. The filing reports 272 participants and $6,254,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Industries For The Blind And Visually Impaired, Inc.
EIN
39-0840476
Plan number
004
Plan type
2
Location
West Allis, WI
Latest filing year
2023
Participants
272
End-of-year plan assets
$6,254,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241004153015NAL0006807027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,254,370
Total liabilities (EOY)
$0
Net assets (EOY)
$6,254,370
Net assets (BOY)
$5,205,095

Income & contributions

Employer contributions
$303,318
Participant contributions
$651,952
Total contributions
$977,023
Total income / additions
$1,866,904

Expenses & distributions

Benefits paid
$777,643
Administrative expenses
$39,986
Total expenses
$817,629
Net increase / (decrease)
$1,049,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,963$02023
Principal Securities IncINVESTMENT ADVISORY$0$13,7392023

Related Form 5500 pages