Independence Realty Operating Partnership 401(K) Plan — Form 5500 plan (Independence Realty Operating Partnership, Lp)
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, Independence Realty Operating Partnership 401(K) Plan is a benefit plan reported by Independence Realty Operating Partnership, Lp under EIN 26-4567188 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,079 participants and $25,603,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independence Realty Operating Partnership, Lp
- EIN
- 26-4567188
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,079
- End-of-year plan assets
- $25,603,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,079 | H, C | 20241015142937NAL0048402848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,603,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,603,930
- Net assets (BOY)
- $12,246,822
Income & contributions
- Employer contributions
- $1,547,152
- Participant contributions
- $2,657,858
- Total contributions
- $4,493,654
- Total income / additions
- $8,125,695
Expenses & distributions
- Benefits paid
- $4,250,653
- Administrative expenses
- $77,695
- Total expenses
- $4,315,343
- Net increase / (decrease)
- $3,810,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity Co. | RECORDKEEPER | $48,887 | $0 | 2023 |
| Pa Retirement Solutions, Inc. | TPA | $22,900 | $10,151 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,908 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Independence Realty Operating Partnership, Lp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Voya Retirement Ins And Annuity Co. — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation