2023 Form 5500 filing — Iqor 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 20250219103024NAL0003381875001) for Iqor Retirement Savings Plan, reported by Iqor, Inc. under EIN 31-1591790 and plan number 002. It reports 4,401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250219103024NAL0003381875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iqor, Inc.
- EIN
- 31-1591790
- Plan number
- 002
- Location
- St. Petersburg, FL
- Participants
- 4,401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,555,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,555,489
- Participant contributions
- $1,266,852
- Total income / additions
- $7,831,978
- Benefits paid
- $5,606,860
- Administrative expenses
- $68,068
- Total expenses
- $5,674,928
- Net increase / (decrease)
- $2,157,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvs | RETAINED BY THE CLIENT | $68,068 | $0 |
| New York Life Insurance Company | RETAINED BY EMPLOYER | $0 | $0 |