Plan5500

Townsends Combined Pension Plan — Form 5500 plan (The Indian River Trust)

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, Townsends Combined Pension Plan is a benefit plan reported by The Indian River Trust under EIN 51-0377325 and plan number 002. The latest loaded filing year is 2023. The filing reports 468 participants and $17,593,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Indian River Trust
EIN
51-0377325
Plan number
002
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
468
End-of-year plan assets
$17,593,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20240919141907NAL0006039905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,593,373
Total liabilities (EOY)
$0
Net assets (EOY)
$17,593,373
Net assets (BOY)
$18,536,976

Income & contributions

Total contributions
$0
Total income / additions
$1,040,754

Expenses & distributions

Benefits paid
$1,648,597
Administrative expenses
$335,760
Total expenses
$1,984,357
Net increase / (decrease)
-$943,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$135,902$02023
Mcdermott Will And EmeryLEGAL$114,854not reported in the loaded dataset2023
Creative PlanningINVESTMENT ADVISORY$27,701not reported in the loaded dataset2023
Frost PllcACCOUNTANT$12,183not reported in the loaded dataset2023

Related Form 5500 pages