2023 Form 5500 filing — Instant Brands Retirement Income 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 20241014150158NAL0026497489001) for Instant Brands Retirement Income Plan, reported by Instant Brands Holdings Inc. under EIN 16-1403318 and plan number 005. It reports 3,184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150158NAL0026497489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Instant Brands Holdings Inc.
- EIN
- 16-1403318
- Plan number
- 005
- Location
- Downers Grove, IL
- Participants
- 3,184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,465,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,465,756
- Employer contributions
- $3,436,352
- Participant contributions
- $7,778,666
- Total income / additions
- $36,522,970
- Benefits paid
- $21,567,947
- Administrative expenses
- $347,914
- Total expenses
- $21,941,449
- Net increase / (decrease)
- $14,581,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $299,214 | $0 |
| Rocaton Investment Advisors | RETAINED BY EMPLOYER | $47,250 | not reported in the loaded dataset |