2023 Form 5500 filing — Irvine Company Unified Savings 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 20240828174330NAL0005905251001) for Irvine Company Unified Savings Plan, reported by Irvine Management Company under EIN 82-1749352 and plan number 002. It reports 5,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828174330NAL0005905251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irvine Management Company
- EIN
- 82-1749352
- Plan number
- 002
- Location
- Newport Beach, CA
- Participants
- 5,146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $511,533,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $511,533,248
- Employer contributions
- $15,371,549
- Participant contributions
- $25,529,364
- Total income / additions
- $124,268,328
- Benefits paid
- $38,972,545
- Administrative expenses
- $225,936
- Total expenses
- $39,199,307
- Net increase / (decrease)
- $85,069,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $178,958 | $0 |