Insurance Resources International, Inc. Employee Stock Ownership Plan And Trust — 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. Employee Stock Ownership Plan And Trust is a benefit plan reported by Insurance Resources International, Inc. under EIN 46-3509307 and plan number 004. The latest loaded filing year is 2023. The filing reports 166 participants and $122,157,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insurance Resources International, Inc.
- EIN
- 46-3509307
- Plan number
- 004
- Plan type
- 2
- Location
- Eden Prairie, MN
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $122,157,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H | 20241001155435NAL0003432995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,157,743
- Total liabilities (EOY)
- $4,837,716
- Net assets (EOY)
- $117,320,027
- Net assets (BOY)
- $97,514,520
Income & contributions
- Employer contributions
- $663,313
- Total contributions
- $663,313
- Total income / additions
- $23,236,580
Expenses & distributions
- Benefits paid
- $3,313,863
- Administrative expenses
- $0
- Total expenses
- $3,431,073
- Net increase / (decrease)
- $19,805,507
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.