Irvine Company Unified Savings Plan — Form 5500 plan (Irvine Management 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, Irvine Company Unified Savings Plan is a benefit plan reported by Irvine Management Company under EIN 82-1749352 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,146 participants and $511,533,248 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Irvine Management Company
EIN
82-1749352
Plan number
002
Plan type
2
Location
Newport Beach, CA
Latest filing year
2023
Participants
5,146
End-of-year plan assets
$511,533,248

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,146H, C20240828174330NAL0005905251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$511,533,248
Total liabilities (EOY)
$0
Net assets (EOY)
$511,533,248
Net assets (BOY)
$426,464,227

Income & contributions

Employer contributions
$15,371,549
Participant contributions
$25,529,364
Total contributions
$42,333,964
Total income / additions
$124,268,328

Expenses & distributions

Benefits paid
$38,972,545
Administrative expenses
$225,936
Total expenses
$39,199,307
Net increase / (decrease)
$85,069,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$178,958$02023

Related Form 5500 pages