form5500lookup

Form 5500 · Retirement plan · BURR RIDGE, IL

INTEGRATED PROJECT MANAGEMENT CO., INC.

The filing calls this plan IPM 401(K) PLAN.

INTEGRATED PROJECT MANAGEMENT CO., INC. of BURR RIDGE, IL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by JOHN HANCOCK LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3610804 · plan 002 · plan year 2024, filed Oct 6, 2025

Participants at the start of the year
270
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANY——December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
INTEGRATED PROJECT MANAGEMENT CO., INC.
EIN 36-3610804
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$998
paid directly by the plan
FIDUCIARY FINANCIAL PARTNERS
RIA · EIN 90-0658332
$35,152
paid directly by the plan
ERISA, INC.
Contract administrator · Recordkeeping and information management · EIN 36-3180571
$6,840
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$54,166,080
Paid out in benefits
$1,728,520
Participants at the start of the year
270
Participants with account balances
252

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 36-3180571
ERISA, INC.
Independent accountantEIN 36-2663249
WEISS AND COMPANY LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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