2023 Form 5500 filing — Insurance Resources International, Inc. Employee Stock Ownership Plan And Trust
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 20241001155435NAL0003432995001) for Insurance Resources International, Inc. Employee Stock Ownership Plan And Trust, reported by Insurance Resources International, Inc. under EIN 46-3509307 and plan number 004. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241001155435NAL0003432995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insurance Resources International, Inc.
- EIN
- 46-3509307
- Plan number
- 004
- Location
- Eden Prairie, MN
- Participants
- 166
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,157,743
- Total liabilities (EOY)
- $4,837,716
- Net assets (EOY)
- $117,320,027
- Employer contributions
- $663,313
- Total income / additions
- $23,236,580
- Benefits paid
- $3,313,863
- Administrative expenses
- $0
- Total expenses
- $3,431,073
- Net increase / (decrease)
- $19,805,507
- Schedule source
- Schedule H