2023 Form 5500 filing — Ingram Marine Group Retirement 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 20240725142810NAL0014264913001) for Ingram Marine Group Retirement Plan, reported by Ingram Industries Inc. under EIN 62-0673043 and plan number 003. It reports 2,108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$76.8MReported net assets$76,780,278
Participants2.1K2,108
Provider compensation$134.2K2 Schedule C row(s)$134,229
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240725142810NAL0014264913001
- Plan sponsor
- Ingram Industries Inc.
- EIN
- 62-0673043
- Plan number
- 003
- Location
- Nashville, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$76.8M total assets
Net assets$76.8MLiabilities$20.9K
Full reported line items
- Total assets (EOY)
- $76,801,161
- Total liabilities (EOY)
- $20,883
- Net assets (EOY)
- $76,780,278
- Total income / additions
- $11,249,897
- Benefits paid
- $7,417,785
- Administrative expenses
- $125,482
- Total expenses
- $7,543,267
- Net increase / (decrease)
- $3,706,630
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Srvcs Inc. | RETAINED BY EMPLOYER | $123,046 | $0 |
| Capfinancial Partners, LLC. | RETAINED BY EMPLOYER | $11,183 | not reported in the loaded dataset |