The Independent School Group Retirement Plan (Misbo) — Form 5500 plan (Mid-South Independent School Business Officers, 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, The Independent School Group Retirement Plan (Misbo) is a benefit plan reported by Mid-South Independent School Business Officers, Inc. under EIN 58-2057721 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,754 participants and $163,109,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-South Independent School Business Officers, Inc.
- EIN
- 58-2057721
- Plan number
- 005
- Plan type
- 3
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 1,754
- End-of-year plan assets
- $163,109,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,754 | H, C | 20250212181504NAL0011865379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,109,218
- Net assets (EOY)
- $163,109,218
- Net assets (BOY)
- $98,543,797
Income & contributions
- Employer contributions
- $3,382,406
- Participant contributions
- $5,148,721
- Total contributions
- $10,725,920
- Total income / additions
- $30,622,204
Expenses & distributions
- Benefits paid
- $12,036,590
- Administrative expenses
- $260,429
- Total expenses
- $12,301,364
- Net increase / (decrease)
- $18,320,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $82,152 | $0 | 2023 |
| Resources Investment Advisors | ADVISOR | $55,510 | not reported in the loaded dataset | 2023 |
| Equitable Financial Insurance Compa | RECORD KEEPER | $4,643 | $49,301 | 2023 |
| Tiaa - Teachers Insurance And Annui | RECORD KEEPER | $2,820 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-South Independent School Business Officers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Equitable Financial Insurance Compa — Schedule C compensation
- Tiaa - Teachers Insurance And Annui — Schedule C compensation
- National Financial Services — Schedule C compensation