Plan5500

Ir&M Core Bond Fund LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ir&M Core Bond Fund LLC (EIN 02-0552970) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0552970
Location
Boston, MA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ir&M Core Bond Fund LLC

  • 1 loaded plans hold $37.1M in reported assets.
  • The largest, Ir&M Core Bond Fund LLC, holds 100% of this company's reported plan assets.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.7MSummed across loaded plans$36,674,735
Total reported assets$37.1M$37,111,695
Total reported participantsNot reported
Total reported liabilities$437K$436,960

Reported net position

Reported assets = net assets + liabilities (summed)$37.1M total assets
Net assets$36.7MLiabilities$437K
Contributions & income
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ir&M Core Bond Fund LLC
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ir&M Core Bond Fund LLC$37.1M
    Plan #001 · not reported in the loaded dataset participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ir&M Core Bond Fund LLC. Open one for its full reported snapshot.

  1. 2023
    Ir&M Core Bond Fund LLCParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ir&M Core Bond Fund LLC report on Form 5500?
Ir&M Core Bond Fund LLC (EIN 02-0552970) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ir&M Core Bond Fund LLC?
The Employer Identification Number (EIN) reported for Ir&M Core Bond Fund LLC is 02-0552970.
What is the latest Form 5500 filing year for Ir&M Core Bond Fund LLC?
The latest loaded Form 5500 filing year for Ir&M Core Bond Fund LLC is 2023.

Related Form 5500 pages