Transportation Insight Retirement Plan — Form 5500 plan (Transportation Insight, 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, Transportation Insight Retirement Plan is a benefit plan reported by Transportation Insight, LLC under EIN 56-2197884 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,495 participants and $65,366,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transportation Insight, LLC
EIN
56-2197884
Plan number
001
Plan type
2
Location
Hickory, NC
Latest filing year
2023
Participants
2,495
End-of-year plan assets
$65,366,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,495H, C20250117093904NAL0014640067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,366,206
Total liabilities (EOY)
$0
Net assets (EOY)
$65,366,206
Net assets (BOY)
$52,779,645

Income & contributions

Employer contributions
$3,973,368
Participant contributions
$8,524,798
Total contributions
$13,662,680
Total income / additions
$24,144,288

Expenses & distributions

Benefits paid
$11,470,985
Administrative expenses
$85,293
Total expenses
$11,557,727
Net increase / (decrease)
$12,586,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$85,293$02023

Related Form 5500 pages