Insurance Resources International, Inc. 401(K) Plan — Form 5500 plan (Insurance Resources International, 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 Resources International, Inc. 401(K) Plan is a benefit plan reported by Insurance Resources International, Inc. under EIN 46-3509307 and plan number 003. The latest loaded filing year is 2023. The filing reports 266 participants and $41,483,285 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.5MPlan net assets, end of year$41,483,285
Participants266Covered participants reported
Assets / participant$156KComputed: assets ÷ participants$155,952 (computed)
Provider compensation$23.6K5 Schedule C provider row(s)$23,613
- Plan sponsor
- Insurance Resources International, Inc.
- EIN
- 46-3509307
- Plan number
- 003
- Plan type
- 2
- Location
- Eden Prairie, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20240911095434NAL0006876977001 |
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)$41.5M total assets
Net assets$41.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,483,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,483,285
- Net assets (BOY)
- $39,331,843
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,675,589
- Total contributions
- $3,273,933
- Total income / additions
- $7,618,507
Expenses & distributions
- Benefits paid
- $5,443,452
- Administrative expenses
- $23,613
- Total expenses
- $5,467,065
- Net increase / (decrease)
- $2,151,442
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $22,028 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,420 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $85 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $80 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insurance Resources International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eden Prairie, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation