Plan5500

Intech Investment Management 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, Intech Investment Management LLC (EIN 52-2391973) 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
52-2391973
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 Intech Investment Management LLC

  • 1 loaded plans hold $15M in reported assets.
  • The largest, Intech U.S. Broad Large Cap Growth Fund, LLC, holds 100% of this company's reported plan assets.
  • Plans cover 0 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15MSummed across loaded plans$14,997,197
Total reported assets$15M$15,025,451
Total reported participants0
Total reported liabilities$28.3K$28,254

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$28.3K
Contributions & income
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$99.7K
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Intech U.S. Broad Large Cap Growth Fund, LLC
Participants per plan0Average across loaded plans
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
    Intech U.S. Broad Large Cap Growth Fund, LLC$15M
    Plan #001 · 0 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 Intech Investment Management LLC. Open one for its full reported snapshot.

  1. 2023
    Intech U.S. Broad Large Cap Growth Fund, LLC0 participants · 4Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Intech Investment Management LLC report on Form 5500?
Intech Investment Management LLC (EIN 52-2391973) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Intech Investment Management LLC?
The Employer Identification Number (EIN) reported for Intech Investment Management LLC is 52-2391973.
What is the latest Form 5500 filing year for Intech Investment Management LLC?
The latest loaded Form 5500 filing year for Intech Investment Management LLC is 2023.

Related Form 5500 pages