Imt Insurance Company Retirement Savings Plan — Form 5500 plan (Imt Insurance Company)
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, Imt Insurance Company Retirement Savings Plan is a benefit plan reported by Imt Insurance Company under EIN 42-0333150 and plan number 002. The latest loaded filing year is 2023. The filing reports 445 participants and $73,388,883 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$73.4MPlan net assets, end of year$73,388,883
Participants445Covered participants reported
Assets / participant$164.9KComputed: assets ÷ participants$164,919 (computed)
Provider compensation$64.2K1 Schedule C provider row(s)$64,175
- Plan sponsor
- Imt Insurance Company
- EIN
- 42-0333150
- Plan number
- 002
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20240911102650NAL0003574099001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$73.4M total assets
Net assets$73.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $73,388,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,388,883
- Net assets (BOY)
- $65,037,638
Income & contributions
- Employer contributions
- $946,938
- Participant contributions
- $3,664,048
- Total contributions
- $4,908,701
- Total income / additions
- $15,515,402
Expenses & distributions
- Benefits paid
- $7,108,233
- Administrative expenses
- $55,924
- Total expenses
- $7,164,157
- Net increase / (decrease)
- $8,351,245
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $64,175 | $0 | 2023 |