2023 Form 5500 filing — Itg Brands, LLC Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees
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 20241015173024NAL0049142448001) for Itg Brands, LLC Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees, reported by Itg Brands, LLC under EIN 94-2994213 and plan number 004. It reports 2,641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173024NAL0049142448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Itg Brands, LLC
- EIN
- 94-2994213
- Plan number
- 004
- Location
- Greensboro, NC
- Participants
- 2,641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $437,078,491
- Total liabilities (EOY)
- $296,726
- Net assets (EOY)
- $436,781,765
- Total income / additions
- $35,631,138
- Benefits paid
- $35,236,774
- Administrative expenses
- $1,875,084
- Total expenses
- $37,111,858
- Net increase / (decrease)
- -$1,480,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | NONE | $684,652 | $0 |
| Buck Global LLC | NONE | $378,715 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $110,210 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $107,466 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $39,230 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $18,726 | not reported in the loaded dataset |