International Transmission Company Retirement Plan — Form 5500 plan (International Transmission Company)
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, International Transmission Company Retirement Plan is a benefit plan reported by International Transmission Company under EIN 81-0596181 and plan number 002. The latest loaded filing year is 2023. The filing reports 884 participants and $137,562,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Transmission Company
- EIN
- 81-0596181
- Plan number
- 002
- Plan type
- 2
- Location
- Novi, MI
- Latest filing year
- 2023
- Participants
- 884
- End-of-year plan assets
- $137,562,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 884 | H, C | 20240717162442NAL0002574851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,562,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,562,513
- Net assets (BOY)
- $120,888,074
Income & contributions
- Employer contributions
- $3,727,666
- Total contributions
- $3,727,666
- Total income / additions
- $20,812,521
Expenses & distributions
- Benefits paid
- $3,974,487
- Administrative expenses
- $163,595
- Total expenses
- $4,138,082
- Net increase / (decrease)
- $16,674,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $72,595 | $0 | 2023 |
| Institutional Investment Consulting | CONSULTANT | $50,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $41,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Transmission Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Novi, MI
- Transamerica Retirement Solutions — Schedule C compensation
- Institutional Investment Consulting — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation