Itc Savings & Investment Plan — Form 5500 plan (International Transmission 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, Itc Savings & Investment Plan is a benefit plan reported by International Transmission Company under EIN 81-0596181 and plan number 001. The latest loaded filing year is 2023. The filing reports 868 participants and $309,134,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Transmission Company
- EIN
- 81-0596181
- Plan number
- 001
- Plan type
- 2
- Location
- Novi, MI
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $309,134,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20240717162836NAL0009436450001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $309,134,106
- Total liabilities (EOY)
- $124,275
- Net assets (EOY)
- $309,009,831
- Net assets (BOY)
- $248,853,519
Income & contributions
- Employer contributions
- $6,877,101
- Participant contributions
- $12,645,066
- Total contributions
- $20,633,990
- Total income / additions
- $76,922,307
Expenses & distributions
- Benefits paid
- $16,561,702
- Administrative expenses
- $73,326
- Total expenses
- $16,765,995
- Net increase / (decrease)
- $60,156,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $44,982 | not reported in the loaded dataset | 2023 |
| Fidelity Invst Inst Oper Co. | RECORDKEEPER | $28,554 | $0 | 2023 |