2023 Form 5500 filing — Innovid LLC
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 20240916073053NAL0000582403001) for Innovid LLC, reported by Innovid LLC under EIN 98-0566587 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916073053NAL0000582403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovid LLC
- EIN
- 98-0566587
- Plan number
- 001
- Location
- New York, NY
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,134,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,134,431
- Employer contributions
- $1,204,002
- Participant contributions
- $2,557,529
- Total income / additions
- $7,107,112
- Benefits paid
- $3,810,166
- Administrative expenses
- $107,992
- Total expenses
- $3,918,158
- Net increase / (decrease)
- $3,188,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $107,992 | $0 |
| Park Avenue Securities | OTHER SERVICES | $0 | $42,409 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |