2023 Form 5500 filing — Independence Realty Operating Partnership 401(K) 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 20241015142937NAL0048402848001) for Independence Realty Operating Partnership 401(K) Plan, reported by Independence Realty Operating Partnership, Lp under EIN 26-4567188 and plan number 001. It reports 1,079 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142937NAL0048402848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independence Realty Operating Partnership, Lp
- EIN
- 26-4567188
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,079
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,603,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,603,930
- Employer contributions
- $1,547,152
- Participant contributions
- $2,657,858
- Total income / additions
- $8,125,695
- Benefits paid
- $4,250,653
- Administrative expenses
- $77,695
- Total expenses
- $4,315,343
- Net increase / (decrease)
- $3,810,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins And Annuity Co. | RECORDKEEPER | $48,887 | $0 |
| Pa Retirement Solutions, Inc. | TPA | $22,900 | $10,151 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,908 | not reported in the loaded dataset |