2023 Form 5500 filing — The Independent School Group Retirement Plan (Misbo)
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 20250212181504NAL0011865379001) for The Independent School Group Retirement Plan (Misbo), reported by Mid-South Independent School Business Officers, Inc. under EIN 58-2057721 and plan number 005. It reports 1,754 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$163.1MReported net assets$163,109,218
Participants1.8K1,754
Provider compensation$194.4K5 Schedule C row(s)$194,426
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250212181504NAL0011865379001
- Plan sponsor
- Mid-South Independent School Business Officers, Inc.
- EIN
- 58-2057721
- Plan number
- 005
- Location
- Marietta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$163.1M total assets
Net assets$163.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $163,109,218
- Net assets (EOY)
- $163,109,218
- Employer contributions
- $3,382,406
- Participant contributions
- $5,148,721
- Total income / additions
- $30,622,204
- Benefits paid
- $12,036,590
- Administrative expenses
- $260,429
- Total expenses
- $12,301,364
- Net increase / (decrease)
- $18,320,840
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $82,152 | $0 |
| Resources Investment Advisors | ADVISOR | $55,510 | not reported in the loaded dataset |
| Equitable Financial Insurance Compa | RECORD KEEPER | $4,643 | $49,301 |
| Tiaa - Teachers Insurance And Annui | RECORD KEEPER | $2,820 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |