Ingersoll Rand Retirement Savings Plan — Form 5500 plan (Industrial Technologies And Services, LLC)

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, Ingersoll Rand Retirement Savings Plan is a benefit plan reported by Industrial Technologies And Services, LLC under EIN 76-0419383 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,498 participants and $1,279,773,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Industrial Technologies And Services, LLC
EIN
76-0419383
Plan number
002
Plan type
2
Location
Davidson, NC
Latest filing year
2023
Participants
7,498
End-of-year plan assets
$1,279,773,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,498H, C20241014164048NAL0026736513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,279,773,371
Total liabilities (EOY)
$0
Net assets (EOY)
$1,279,773,371
Net assets (BOY)
$1,070,901,505

Income & contributions

Employer contributions
$26,256,346
Participant contributions
$40,508,451
Total contributions
$84,725,505
Total income / additions
$315,220,339

Expenses & distributions

Benefits paid
$109,870,697
Administrative expenses
$683,873
Total expenses
$110,590,271
Net increase / (decrease)
$204,630,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$322,330not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$208,481not reported in the loaded dataset2023
Buck Global, LLCACTUARY$83,273not reported in the loaded dataset2023
Rubin Brown LlpACCOUNTANT/AUDITOR$42,600not reported in the loaded dataset2023
Foley & Lardner LlpATTORNEY/LEGAL$27,525not reported in the loaded dataset2023

Related Form 5500 pages