Investors Title Company And Affiliates 401(K) Plan — Form 5500 plan (Investors Title 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, Investors Title Company And Affiliates 401(K) Plan is a benefit plan reported by Investors Title Insurance Company under EIN 56-0997685 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $62,401,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Investors Title Insurance Company
- EIN
- 56-0997685
- Plan number
- 001
- Plan type
- 2
- Location
- Chapel Hill, NC
- Latest filing year
- 2023
- Participants
- 926
- End-of-year plan assets
- $62,401,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20241015160150NAL0015032499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,401,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,401,099
- Net assets (BOY)
- $51,371,839
Income & contributions
- Employer contributions
- $1,910,098
- Participant contributions
- $4,162,084
- Total contributions
- $6,985,505
- Total income / additions
- $15,972,796
Expenses & distributions
- Benefits paid
- $4,758,449
- Administrative expenses
- $175,894
- Total expenses
- $4,943,536
- Net increase / (decrease)
- $11,029,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $156,913 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISOR | $81,857 | not reported in the loaded dataset | 2023 |
| Brown Edwards & Company Llp | AUDITOR | $15,600 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,045 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Investors Title Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Chapel Hill, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation
- Brown Edwards & Company Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation