2023 Form 5500 filing — Infoverity Retirement 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 20241011170547NAL0022398737001) for Infoverity Retirement Trust, reported by Infoverity U.S., Inc. under EIN 45-2428631 and plan number 001. It reports 193 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)$15.2MReported net assets$15,193,567

Participants193

Provider compensation$11.3K4 Schedule C row(s)$11,350

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011170547NAL0022398737001
Plan sponsor: Infoverity U.S., Inc.
EIN: 45-2428631
Plan number: 001
Location: Dublin, OH
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)$15.2M total assets

Net assets$15.2MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$444.8K

Benefits paid / distributions$438K

Contributions

Employer$867.6K

Participant$1.9M

Full reported line items

Total assets (EOY): $15,193,567
Total liabilities (EOY): $0
Net assets (EOY): $15,193,567
Employer contributions: $867,612
Participant contributions: $1,866,827
Total income / additions: $5,017,770
Benefits paid: $437,958
Administrative expenses: $6,829
Total expenses: $444,787
Net increase / (decrease): $4,572,983

Schedule C

Reported service provider compensation

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

1
Creative Retirement Systems, Inc$4.8K
OTHER SERVICES · Direct $0 · Indirect $4.8K
2
Voya Retirement Insurance And Annui$2.2K
INVESTMENT ADVISORY · Direct $2.2K · Indirect $0
3
Morningstar Investment Management$2.2K
INVESTMENT ADVISORY (PAR · Direct $2.2K · Indirect $0
4
Morningstar$2.1K
INVESTMENT ADVISORY · Direct $0 · Indirect $2.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011170547NAL0022398737001 cover?: It is the 2023 Form 5500 filing for Infoverity Retirement Trust, reported by Infoverity U.S., Inc. (EIN 45-2428631).
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).