Plan5500

Immanuel Retirement Plan — Form 5500 plan (Immanuel)

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, Immanuel Retirement Plan is a benefit plan reported by Immanuel under EIN 47-0733774 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,669 participants and $44,080,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Immanuel
EIN
47-0733774
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,669
End-of-year plan assets
$44,080,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,669H, C20241011094315NAL0010780179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,080,171
Total liabilities (EOY)
$0
Net assets (EOY)
$44,080,171
Net assets (BOY)
$36,030,699

Income & contributions

Employer contributions
$2,475,762
Participant contributions
$3,396,204
Total contributions
$6,435,269
Total income / additions
$12,464,443

Expenses & distributions

Benefits paid
$4,269,244
Administrative expenses
$141,549
Total expenses
$4,414,971
Net increase / (decrease)
$8,049,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$99,071$02023
Rbc Capital Markets LLCINVESTMENT ADVISORY$42,478not reported in the loaded dataset2023

Related Form 5500 pages