Invista Pension Plan For Certain Grandfathered Employees — Form 5500 plan (Inv Management Services, 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, Invista Pension Plan For Certain Grandfathered Employees is a benefit plan reported by Inv Management Services, LLC under EIN 85-1507460 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,795 participants and $394,870,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inv Management Services, LLC
- EIN
- 85-1507460
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 2,795
- End-of-year plan assets
- $394,870,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,795 | H, C | 20241002133025NAL0017298930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $394,870,358
- Total liabilities (EOY)
- $44,268
- Net assets (EOY)
- $394,826,090
- Net assets (BOY)
- $406,124,796
Income & contributions
- Total contributions
- $0
- Total income / additions
- $19,204,694
Expenses & distributions
- Benefits paid
- $29,981,756
- Administrative expenses
- $521,644
- Total expenses
- $30,503,400
- Net increase / (decrease)
- -$11,298,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions, LLC | RECORDKEEPER | $134,708 | $0 | 2023 |
| Bank Of New York Mellon | TRUSTEE | $72,041 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us, LLC | ACTUARY | $27,325 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $17,905 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Inv Management Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Alight Solutions, LLC — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Willis Towers Watson Us, LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation