Plan5500

Instant Brands Retirement Income Plan — Form 5500 plan (Instant Brands Holdings Inc.)

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, Instant Brands Retirement Income Plan is a benefit plan reported by Instant Brands Holdings Inc. under EIN 16-1403318 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,184 participants and $170,465,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Instant Brands Holdings Inc.
EIN
16-1403318
Plan number
005
Plan type
2
Location
Downers Grove, IL
Latest filing year
2023
Participants
3,184
End-of-year plan assets
$170,465,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,184H, C20241014150158NAL0026497489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,465,756
Total liabilities (EOY)
$0
Net assets (EOY)
$170,465,756
Net assets (BOY)
$155,884,235

Income & contributions

Employer contributions
$3,436,352
Participant contributions
$7,778,666
Total contributions
$12,644,240
Total income / additions
$36,522,970

Expenses & distributions

Benefits paid
$21,567,947
Administrative expenses
$347,914
Total expenses
$21,941,449
Net increase / (decrease)
$14,581,521

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$299,214$02023
Rocaton Investment AdvisorsRETAINED BY EMPLOYER$47,250not reported in the loaded dataset2023

Related Form 5500 pages