Industrial Manufacturing Professional And Commercial Trust — Form 5500 plan (Industrial Manufacturing And Professional Commercial Trust)
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, Industrial Manufacturing Professional And Commercial Trust is a benefit plan reported by Industrial Manufacturing And Professional Commercial Trust under EIN 61-6096328 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,359 participants and $7,332,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial Manufacturing And Professional Commercial Trust
- EIN
- 61-6096328
- Plan number
- 501
- Plan type
- 4
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 4,359
- End-of-year plan assets
- $7,332,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,359 | H, C | 20241015103008NAL0028067025007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,332,638
- Total liabilities (EOY)
- $3,237,158
- Net assets (EOY)
- $4,095,480
- Net assets (BOY)
- $4,123,127
Income & contributions
- Employer contributions
- $48,582,741
- Total contributions
- $48,582,741
- Total income / additions
- $48,965,037
Expenses & distributions
- Benefits paid
- $47,555,138
- Administrative expenses
- $1,437,546
- Total expenses
- $48,992,684
- Net increase / (decrease)
- -$27,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $653,921 | not reported in the loaded dataset | 2023 |
| Payer Matrix LLC | CONSULTING | $512,550 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | CLAIMS ADMISTRATOR | $444,873 | $0 | 2023 |
| Lewis And Ellis Actuaries And Cons | ACTUARY | $40,490 | not reported in the loaded dataset | 2023 |
| Pershing LLC | INVESTMENT MANAGEMENT | $29,521 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Central Bank & Trust Company | INVESTMENT MANAGEMENT | $8,993 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Industrial Manufacturing And Professional Commercial Trust
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Umr — Schedule C compensation
- Payer Matrix LLC — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Lewis And Ellis Actuaries And Cons — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Central Bank & Trust Company — Schedule C compensation