2023 Form 5500 filing — Insurance Trust For Delta Retirees, Inc. Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240403092014NAL0023688226001) for Insurance Trust For Delta Retirees, Inc. Benefit Plan, reported by Insurance Trust For Delta Retirees, Inc. under EIN 20-8503691 and plan number 510. It reports 25,771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240403092014NAL0023688226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insurance Trust For Delta Retirees, Inc.
- EIN
- 20-8503691
- Plan number
- 510
- Location
- Duluth, GA
- Participants
- 25,771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,047,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,047,627
- Participant contributions
- $70,070,925
- Total income / additions
- $74,256,333
- Benefits paid
- $66,785,224
- Administrative expenses
- $2,868,683
- Total expenses
- $69,653,907
- Net increase / (decrease)
- $4,602,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | CONTRACT ADMIN | $2,399,228 | not reported in the loaded dataset |
| Cap Financial Partners, LLC | FINANCIAL ADVIS | $98,548 | not reported in the loaded dataset |
| Epic Edgewood Partners Ins Center | BROKER | $71,214 | not reported in the loaded dataset |
| Morris Manning And Martin Llp | ATTORNEY | $62,172 | not reported in the loaded dataset |
| Bad Rhino | MARKETING AGCY | $54,650 | not reported in the loaded dataset |
| Moore Colson | ACC/AUDITOR | $48,145 | not reported in the loaded dataset |
| Medicare Choice Group | PARTICIPANT COMMUNICATION | $32,000 | not reported in the loaded dataset |
| Legacy Graphics | MARKETING AGENCY | $4,740 | not reported in the loaded dataset |