Insperity Corporate 401k Plan — Form 5500 plan (Insperity Holdings, 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, Insperity Corporate 401k Plan is a benefit plan reported by Insperity Holdings, Inc. under EIN 76-0178498 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,723 participants and $549,211,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insperity Holdings, Inc.
- EIN
- 76-0178498
- Plan number
- 004
- Plan type
- 2
- Location
- Kingwood, TX
- Latest filing year
- 2023
- Participants
- 5,723
- End-of-year plan assets
- $549,211,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,723 | H, C | 20241010110124NAL0011397491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $549,211,850
- Total liabilities (EOY)
- $327,799
- Net assets (EOY)
- $548,884,051
- Net assets (BOY)
- $447,473,508
Income & contributions
- Employer contributions
- $17,010,345
- Participant contributions
- $31,032,817
- Total contributions
- $53,116,565
- Total income / additions
- $137,251,200
Expenses & distributions
- Benefits paid
- $34,771,165
- Administrative expenses
- $619,076
- Total expenses
- $35,840,657
- Net increase / (decrease)
- $101,410,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Insperity Retirement Services | RECORDKEEPER | $169,103 | not reported in the loaded dataset | 2023 |
| Rocaton Investment Advisors, LLC | INVESTMENT ADVISOR | $120,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $109,377 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | CONSULTANT | $95,250 | not reported in the loaded dataset | 2023 |
| Ernst & Young | AUDITOR | $52,569 | not reported in the loaded dataset | 2023 |
| Pronvest Inc. Dba Future Capital | INVESTMENT ADVISOR | $52,204 | not reported in the loaded dataset | 2023 |
| Tejera & Associates LLC | CONSULTANT | $20,369 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insperity Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Kingwood, TX
- Insperity Retirement Services — Schedule C compensation
- Rocaton Investment Advisors, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Pronvest Inc. Dba Future Capital — Schedule C compensation
- Tejera & Associates LLC — Schedule C compensation