Integrity Outsource Retirement Savings Plan — Form 5500 plan (Integrity Outsource, 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, Integrity Outsource Retirement Savings Plan is a benefit plan reported by Integrity Outsource, LLC under EIN 45-1342107 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,199 participants and $12,353,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrity Outsource, LLC
- EIN
- 45-1342107
- Plan number
- 001
- Plan type
- 3
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,199
- End-of-year plan assets
- $12,353,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,199 | H, C | 20241015155026NAL0030234673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,353,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,353,508
- Net assets (BOY)
- $10,665,735
Income & contributions
- Employer contributions
- $464,679
- Participant contributions
- $1,091,813
- Total contributions
- $1,819,322
- Total income / additions
- $3,454,096
Expenses & distributions
- Benefits paid
- $3,462,909
- Administrative expenses
- $170,171
- Total expenses
- $3,643,588
- Net increase / (decrease)
- -$189,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $60,022 | not reported in the loaded dataset | 2023 |
| Bks Retirement Services | INVESTMENT ADVISOR | $58,764 | not reported in the loaded dataset | 2023 |
| Integrity Outsource, LLC | PLAN ADMINISTRATOR | $34,656 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | PORTFOLIO MGMT | $16,729 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integrity Outsource, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Slavic Integrated Administration — Schedule C compensation
- Bks Retirement Services — Schedule C compensation
- Integrity Outsource, LLC — Schedule C compensation
- Slavic Mutual Fund Management Corp — Schedule C compensation