Ingram Retirement Plan — Form 5500 plan (Ingram Industries 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, Ingram Retirement Plan is a benefit plan reported by Ingram Industries Inc. under EIN 62-0673043 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,684 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ingram Industries Inc.
- EIN
- 62-0673043
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 1,684
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,684 | H, C | 20240701092123NAL0005171696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $158,175,366
Income & contributions
- Employer contributions
- $11,100,000
- Total contributions
- $11,100,000
- Total income / additions
- $17,694,590
Expenses & distributions
- Benefits paid
- $171,942,741
- Administrative expenses
- $596,379
- Total expenses
- $172,539,120
- Net increase / (decrease)
- -$154,844,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Svcs | RETAINED BY CLIENT. | $335,400 | $0 | 2023 |
| Fund Evaluation Group | RETAINED BY CLIENT | $124,545 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | RETAINED BY CLIENT. | $95,832 | not reported in the loaded dataset | 2023 |
| Legal And General Investment Manage | INVESTMENT MANAGER | $89,692 | not reported in the loaded dataset | 2023 |
| Loomis Sayles And Company L.P. | INVESTMENT MANAGER | $71,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ingram Industries Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- John Hancock Retirement Svcs — Schedule C compensation
- Fund Evaluation Group — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Legal And General Investment Manage — Schedule C compensation
- Loomis Sayles And Company L.P. — Schedule C compensation