Iaa 401(K) Plan — Form 5500 plan (Iaa Holdings 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, Iaa 401(K) Plan is a benefit plan reported by Iaa Holdings LLC. under EIN 83-1030538 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,066 participants and $291,901,997 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iaa Holdings LLC.
EIN
83-1030538
Plan number
002
Plan type
2
Location
Westchester, IL
Latest filing year
2023
Participants
4,066
End-of-year plan assets
$291,901,997

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,066H, C20241014212408NAL0015560259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$291,901,997
Total liabilities (EOY)
$2,198,166
Net assets (EOY)
$289,703,831
Net assets (BOY)
$126,665,567

Income & contributions

Employer contributions
$5,673,081
Participant contributions
$11,394,434
Total contributions
$17,818,508
Total income / additions
$41,504,377

Expenses & distributions

Benefits paid
$14,199,069
Administrative expenses
$139,010
Total expenses
$14,356,641
Net increase / (decrease)
$27,147,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$89,212not reported in the loaded dataset2023
Mesirow Financial, Inc.INVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,789$02023

Related Form 5500 pages