Intelli(K) Pooled Employer Plan — Form 5500 plan (Standard Retirement Services, 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, Intelli(K) Pooled Employer Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 041. The latest loaded filing year is 2023. The filing reports 203 participants and $9,806,714 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.8MPlan net assets, end of year$9,806,714
Participants203Covered participants reported
Assets / participant$48.3KComputed: assets ÷ participants$48,309 (computed)
Provider compensation$7.7K1 Schedule C provider row(s)$7,689
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 041
- Plan type
- 3
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241011103726NAL0043995682001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,806,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,806,714
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $141,470
- Participant contributions
- $298,737
- Total contributions
- $443,776
- Total income / additions
- $1,295,989
Expenses & distributions
- Benefits paid
- $53,829
- Administrative expenses
- $990
- Total expenses
- $54,819
- Net increase / (decrease)
- $1,241,170
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $7,689 | not reported in the loaded dataset | 2023 |