Integrated Supply Network Retirement Plan — Form 5500 plan (Integrated Supply Network, LLC)
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, Integrated Supply Network Retirement Plan is a benefit plan reported by Integrated Supply Network, LLC under EIN 45-2675571 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $25,971,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Supply Network, LLC
- EIN
- 45-2675571
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $25,971,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20240730162550NAL0032410544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,971,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,971,433
- Net assets (BOY)
- $22,148,724
Income & contributions
- Employer contributions
- $405,732
- Participant contributions
- $1,856,002
- Total contributions
- $2,592,172
- Total income / additions
- $6,390,555
Expenses & distributions
- Benefits paid
- $2,508,755
- Administrative expenses
- $49,803
- Total expenses
- $2,567,846
- Net increase / (decrease)
- $3,822,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $32,217 | $0 | 2023 |
| Jaffe Tilchin Investment Partners | INVESTMENT ADVISOR | $28,850 | not reported in the loaded dataset | 2023 |
| Benefit Solutions, Etc. Ltd. | CONTRACT ADMIN | $21,604 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGR | $13,114 | not reported in the loaded dataset | 2023 |
| Jaffe Tilchin Investment Partners | OTHER | $228 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integrated Supply Network, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Jaffe Tilchin Investment Partners — Schedule C compensation
- Benefit Solutions, Etc. Ltd. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation