2023 Form 5500 filing — Insurance Resources International, Inc. 401(K) 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 20240911095434NAL0006876977001) for Insurance Resources International, Inc. 401(K) Plan, reported by Insurance Resources International, Inc. under EIN 46-3509307 and plan number 003. It reports 266 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)$41.5MReported net assets$41,483,285
Participants266
Provider compensation$23.6K5 Schedule C row(s)$23,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911095434NAL0006876977001
Plan sponsor
Insurance Resources International, Inc.
EIN
46-3509307
Plan number
003
Location
Eden Prairie, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$41.5M total assets
Net assets$41.5MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$5.5M
Benefits paid / distributions$5.4M
Contributions
Employer$0
Participant$1.7M
Full reported line items
Total assets (EOY)
$41,483,285
Total liabilities (EOY)
$0
Net assets (EOY)
$41,483,285
Employer contributions
$0
Participant contributions
$1,675,589
Total income / additions
$7,618,507
Benefits paid
$5,443,452
Administrative expenses
$23,613
Total expenses
$5,467,065
Net increase / (decrease)
$2,151,442
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $22K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $1.4K
  3. 3
    OTHER · Direct $85
  4. 4
    OTHER · Direct $80
  5. 5
    OTHER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911095434NAL0006876977001 cover?
It is the 2023 Form 5500 filing for Insurance Resources International, Inc. 401(K) Plan, reported by Insurance Resources International, Inc. (EIN 46-3509307).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages