Itg Brands, LLC Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees — Form 5500 plan (Itg Brands, 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, Itg Brands, LLC Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees is a benefit plan reported by Itg Brands, LLC under EIN 94-2994213 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,641 participants and $437,078,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itg Brands, LLC
- EIN
- 94-2994213
- Plan number
- 004
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
- Participants
- 2,641
- End-of-year plan assets
- $437,078,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,641 | H, C | 20241015173024NAL0049142448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $437,078,491
- Total liabilities (EOY)
- $296,726
- Net assets (EOY)
- $436,781,765
- Net assets (BOY)
- $438,262,485
Income & contributions
- Total contributions
- $0
- Total income / additions
- $35,631,138
Expenses & distributions
- Benefits paid
- $35,236,774
- Administrative expenses
- $1,875,084
- Total expenses
- $37,111,858
- Net increase / (decrease)
- -$1,480,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | NONE | $684,652 | $0 | 2023 |
| Buck Global LLC | NONE | $378,715 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $110,210 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $107,466 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $39,230 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $18,726 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Itg Brands, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Greensboro, NC
- Mercer Investments LLC — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation