2023 Form 5500 filing — Investors Title Company And Affiliates 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 20241015160150NAL0015032499001) for Investors Title Company And Affiliates 401(K) Plan, reported by Investors Title Insurance Company under EIN 56-0997685 and plan number 001. It reports 926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160150NAL0015032499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Investors Title Insurance Company
- EIN
- 56-0997685
- Plan number
- 001
- Location
- Chapel Hill, NC
- Participants
- 926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,401,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,401,099
- Employer contributions
- $1,910,098
- Participant contributions
- $4,162,084
- Total income / additions
- $15,972,796
- Benefits paid
- $4,758,449
- Administrative expenses
- $175,894
- Total expenses
- $4,943,536
- Net increase / (decrease)
- $11,029,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $156,913 | $0 |
| Rpa Financial LLC | INVESTMENT ADVISOR | $81,857 | not reported in the loaded dataset |
| Brown Edwards & Company Llp | AUDITOR | $15,600 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,045 | not reported in the loaded dataset |