2023 Form 5500 filing — Integrity Outsource 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 20241015155026NAL0030234673001) for Integrity Outsource Retirement Savings Plan, reported by Integrity Outsource, LLC under EIN 45-1342107 and plan number 001. It reports 1,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155026NAL0030234673001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Integrity Outsource, LLC
- EIN
- 45-1342107
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,353,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,353,508
- Employer contributions
- $464,679
- Participant contributions
- $1,091,813
- Total income / additions
- $3,454,096
- Benefits paid
- $3,462,909
- Administrative expenses
- $170,171
- Total expenses
- $3,643,588
- Net increase / (decrease)
- -$189,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $60,022 | not reported in the loaded dataset |
| Bks Retirement Services | INVESTMENT ADVISOR | $58,764 | not reported in the loaded dataset |
| Integrity Outsource, LLC | PLAN ADMINISTRATOR | $34,656 | not reported in the loaded dataset |
| Slavic Mutual Fund Management Corp | PORTFOLIO MGMT | $16,729 | not reported in the loaded dataset |