2023 Form 5500 filing — Intact Usa Retirement 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 20241008133645NAL0008415059001) for Intact Usa Retirement Savings Plan, reported by Intact Services Usa LLC under EIN 26-3300555 and plan number 002. It reports 3,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008133645NAL0008415059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intact Services Usa LLC
- EIN
- 26-3300555
- Plan number
- 002
- Location
- Plymouth, MN
- Participants
- 3,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $787,740,924
- Total liabilities (EOY)
- $33,500
- Net assets (EOY)
- $787,707,424
- Employer contributions
- $6,357,692
- Participant contributions
- $18,808,986
- Total income / additions
- $137,322,614
- Benefits paid
- $51,242,458
- Administrative expenses
- $493,438
- Total expenses
- $51,743,566
- Net increase / (decrease)
- $85,579,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $268,416 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $200,047 | $0 |
| Crowe Llp | NONE | $34,125 | not reported in the loaded dataset |