Plan5500

Ingram Marine Group Retirement Plan — Form 5500 plan (Ingram Industries Inc.)

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, Ingram Marine Group Retirement Plan is a benefit plan reported by Ingram Industries Inc. under EIN 62-0673043 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,108 participants and $76,801,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ingram Industries Inc.
EIN
62-0673043
Plan number
003
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
2,108
End-of-year plan assets
$76,801,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,108H, C20240725142810NAL0014264913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,801,161
Total liabilities (EOY)
$20,883
Net assets (EOY)
$76,780,278
Net assets (BOY)
$73,073,648

Income & contributions

Total contributions
$0
Total income / additions
$11,249,897

Expenses & distributions

Benefits paid
$7,417,785
Administrative expenses
$125,482
Total expenses
$7,543,267
Net increase / (decrease)
$3,706,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Srvcs Inc.RETAINED BY EMPLOYER$123,046$02023
Capfinancial Partners, LLC.RETAINED BY EMPLOYER$11,183not reported in the loaded dataset2023

Related Form 5500 pages