Insperity 401k Plan — Form 5500 plan (Insperity Holdings, 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, Insperity 401k Plan is a benefit plan reported by Insperity Holdings, Inc. under EIN 76-0178498 and plan number 001. The latest loaded filing year is 2023. The filing reports 217,990 participants and $8,132,673,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insperity Holdings, Inc.
- EIN
- 76-0178498
- Plan number
- 001
- Plan type
- 2
- Location
- Kingwood, TX
- Latest filing year
- 2023
- Participants
- 217,990
- End-of-year plan assets
- $8,132,673,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217,990 | H, C | 20241010110252NAL0033870480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,132,673,152
- Total liabilities (EOY)
- $9,014,503
- Net assets (EOY)
- $8,123,658,649
- Net assets (BOY)
- $6,394,289,191
Income & contributions
- Employer contributions
- $420,059,949
- Participant contributions
- $992,165,981
- Total contributions
- $1,608,543,283
- Total income / additions
- $2,843,307,219
Expenses & distributions
- Benefits paid
- $828,795,212
- Administrative expenses
- $8,409,086
- Total expenses
- $854,598,308
- Net increase / (decrease)
- $1,988,708,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Insperity Retirement Services | RECORDKEEPER | $6,791,312 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $854,278 | $0 | 2023 |
| Rocaton Investment Advisors, LLC | INVESTMENT ADVISOR | $425,000 | not reported in the loaded dataset | 2023 |
| Pronvest Inc Dba Future Capital | INVESTMENT ADVISOR | $170,308 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | CONSULTANT | $95,250 | not reported in the loaded dataset | 2023 |
| Ernst & Young | AUDITOR | $52,569 | not reported in the loaded dataset | 2023 |
| Tejera & Associates LLC | CONSULTANT | $20,369 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insperity Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Kingwood, TX
- Insperity Retirement Services — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Rocaton Investment Advisors, LLC — Schedule C compensation
- Pronvest Inc Dba Future Capital — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Tejera & Associates LLC — Schedule C compensation