2023 Form 5500 filing — Investors Bank Amended And Restated Employee Stock Ownership 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 20240724170055NAL0007669491001) for Investors Bank Amended And Restated Employee Stock Ownership Plan, reported by Investors Bank under EIN 22-1368780 and plan number 002. It reports 2,125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724170055NAL0007669491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Investors Bank
- EIN
- 22-1368780
- Plan number
- 002
- Location
- Short Hills, NJ
- Participants
- 2,125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$22,097,367
- Benefits paid
- $104,721,637
- Administrative expenses
- $40,254
- Total expenses
- $104,761,891
- Net increase / (decrease)
- -$126,859,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ti Trust, Inc. | NONE | $40,254 | not reported in the loaded dataset |