Insurance Organizations Employees' Retirement Plan — Form 5500 plan (Trustees Of The Insurance Organizations' Pension Trust)
Plain-English plan 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, Insurance Organizations Employees' Retirement Plan is a benefit plan reported by Trustees Of The Insurance Organizations' Pension Trust under EIN 13-6312183 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,103 participants and $213,263,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Insurance Organizations' Pension Trust
- EIN
- 13-6312183
- Plan number
- 001
- Plan type
- 3
- Location
- Livonia, MI
- Latest filing year
- 2023
- Participants
- 1,103
- End-of-year plan assets
- $213,263,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,103 | H, C | 20241015114142NAL0029433745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $213,263,404
- Total liabilities (EOY)
- $303,119
- Net assets (EOY)
- $212,960,285
- Net assets (BOY)
- $188,505,056
Income & contributions
- Employer contributions
- $9,528,271
- Total contributions
- $9,528,271
- Total income / additions
- $36,307,125
Expenses & distributions
- Benefits paid
- $9,887,175
- Administrative expenses
- $1,964,721
- Total expenses
- $11,851,896
- Net increase / (decrease)
- $24,455,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delaware Inc. | ACTUARIAL RECORDKEEPING | $810,124 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $125,306 | $0 | 2023 |
| Parker Brown Macaulay & Sheerin Pc | NONE | $84,784 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $40,170 | $0 | 2023 |
| Caron & Bletzer | NONE | $26,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Insurance Organizations' Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Livonia, MI
- Towers Watson Delaware Inc. — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Parker Brown Macaulay & Sheerin Pc — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Caron & Bletzer — Schedule C compensation