2023 Form 5500 filing — Instant Brands Pension 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 20241014180942NAL0045605744001) for Instant Brands Pension Plan, reported by Instant Brands Holdings, Inc. under EIN 16-1403318 and plan number 004. It reports 3,079 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180942NAL0045605744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Instant Brands Holdings, Inc.
- EIN
- 16-1403318
- Plan number
- 004
- Location
- Rosemont, IL
- Participants
- 3,079
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,285,049
- Total liabilities (EOY)
- $378,822
- Net assets (EOY)
- $102,906,227
- Employer contributions
- $8,515,388
- Total income / additions
- $16,347,586
- Benefits paid
- $7,909,604
- Administrative expenses
- $1,526,043
- Total expenses
- $9,435,647
- Net increase / (decrease)
- $6,911,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $218,190 | $0 |
| Aon Hewitt Investment Consulting | NONE | $169,377 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, Na | NONE | $56,502 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $48,801 | not reported in the loaded dataset |
| Metlife | NONE | $43,682 | not reported in the loaded dataset |