Insurance Trust For Delta Retirees, Inc. Benefit Plan — Form 5500 plan (Insurance Trust For Delta Retirees, 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, Insurance Trust For Delta Retirees, Inc. Benefit Plan is a benefit plan reported by Insurance Trust For Delta Retirees, Inc. under EIN 20-8503691 and plan number 510. The latest loaded filing year is 2023. The filing reports 25,771 participants and $35,047,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insurance Trust For Delta Retirees, Inc.
- EIN
- 20-8503691
- Plan number
- 510
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 25,771
- End-of-year plan assets
- $35,047,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,771 | H, C | 20240403092014NAL0023688226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,047,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,047,627
- Net assets (BOY)
- $30,445,201
Income & contributions
- Participant contributions
- $70,070,925
- Total contributions
- $70,070,925
- Total income / additions
- $74,256,333
Expenses & distributions
- Benefits paid
- $66,785,224
- Administrative expenses
- $2,868,683
- Total expenses
- $69,653,907
- Net increase / (decrease)
- $4,602,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | CONTRACT ADMIN | $2,399,228 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners, LLC | FINANCIAL ADVIS | $98,548 | not reported in the loaded dataset | 2023 |
| Epic Edgewood Partners Ins Center | BROKER | $71,214 | not reported in the loaded dataset | 2023 |
| Morris Manning And Martin Llp | ATTORNEY | $62,172 | not reported in the loaded dataset | 2023 |
| Bad Rhino | MARKETING AGCY | $54,650 | not reported in the loaded dataset | 2023 |
| Moore Colson | ACC/AUDITOR | $48,145 | not reported in the loaded dataset | 2023 |
| Medicare Choice Group | PARTICIPANT COMMUNICATION | $32,000 | not reported in the loaded dataset | 2023 |
| Legacy Graphics | MARKETING AGENCY | $4,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insurance Trust For Delta Retirees, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- Mercer — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Epic Edgewood Partners Ins Center — Schedule C compensation
- Morris Manning And Martin Llp — Schedule C compensation
- Bad Rhino — Schedule C compensation
- Moore Colson — Schedule C compensation
- Medicare Choice Group — Schedule C compensation
- Legacy Graphics — Schedule C compensation