401k Plan data: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN plan

INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 401k Plan overview

Plan Name	INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN
Plan identification number	001

INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP

Employer identification number (EIN): 264567188

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES SEBRA

Plan Statistics for INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN

401k plan membership statisitcs for INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN

Measure Date Value
2022: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 550
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 559
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 157
Total of all active and inactive participants 2022-01-01 716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 716
Number of participants with account balances 2022-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 416
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 112
Total of all active and inactive participants 2021-01-01 528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 528
Number of participants with account balances 2021-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 416
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 53
Total of all active and inactive participants 2020-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 478
Number of participants with account balances 2020-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 408
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 76
Total of all active and inactive participants 2019-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 484
Number of participants with account balances 2019-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 410
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 407
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 452
Number of participants with account balances 2018-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 400
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 364
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 385
Number of participants with account balances 2017-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	550
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	559
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	157
Total of all active and inactive participants	2022-01-01	716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	716
Number of participants with account balances	2022-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	416
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	112
Total of all active and inactive participants	2021-01-01	528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	528
Number of participants with account balances	2021-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	416
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	53
Total of all active and inactive participants	2020-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	478
Number of participants with account balances	2020-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	408
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	76
Total of all active and inactive participants	2019-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	484
Number of participants with account balances	2019-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	410
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	407
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	452
Number of participants with account balances	2018-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	400
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	364
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	385
Number of participants with account balances	2017-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN

Measure	Date	Value
2022 : INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$158,331
Total loss/gain on sale of assets	2022-12-31	$-15,063
Total of all expenses incurred	2022-12-31	$1,054,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$984,400
Expenses. Certain deemed distributions of participant loans	2022-12-31	$46,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,447,578
Value of total assets at end of year	2022-12-31	$12,246,822
Value of total assets at beginning of year	2022-12-31	$13,143,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,960
Total interest from all sources	2022-12-31	$8,272
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,376,497
Participant contributions at end of year	2022-12-31	$111,328
Participant contributions at beginning of year	2022-12-31	$141,927
Participant contributions at end of year	2022-12-31	$23,451
Participant contributions at beginning of year	2022-12-31	$148,509
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$273,014
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-896,469
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,246,822
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,143,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$5,796
Value of interest in pooled separate accounts at end of year	2022-12-31	$11,271,004
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$12,235,773
Interest on participant loans	2022-12-31	$8,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$22,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$669,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$357,167
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,284,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$59,010
Assets. Invements in employer securities at beginning of year	2022-12-31	$90,405
Contributions received in cash from employer	2022-12-31	$798,067
Employer contributions (assets) at end of year	2022-12-31	$67,960
Employer contributions (assets) at beginning of year	2022-12-31	$110,189
Income. Dividends from common stock	2022-12-31	$2,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$984,400
Contract administrator fees	2022-12-31	$18,164
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$21,776
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$52,606
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$13,883
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$28,946
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2022-12-31	232846715
2021 : INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,520,294
Total loss/gain on sale of assets	2021-12-31	$22,103
Total of all expenses incurred	2021-12-31	$499,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$473,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,869,476
Value of total assets at end of year	2021-12-31	$13,143,291
Value of total assets at beginning of year	2021-12-31	$10,122,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,942
Total interest from all sources	2021-12-31	$10,543
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,094,166
Participant contributions at end of year	2021-12-31	$141,927
Participant contributions at beginning of year	2021-12-31	$123,127
Participant contributions at end of year	2021-12-31	$148,509
Participant contributions at beginning of year	2021-12-31	$35,835
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$175,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,020,600
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,143,291
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,122,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,742
Value of interest in pooled separate accounts at end of year	2021-12-31	$12,235,773
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,471,790
Interest on participant loans	2021-12-31	$7,052
Interest earned on other investments	2021-12-31	$3,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$4,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$4,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$357,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$315,402
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,615,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$90,405
Assets. Invements in employer securities at beginning of year	2021-12-31	$47,005
Contributions received in cash from employer	2021-12-31	$599,454
Employer contributions (assets) at end of year	2021-12-31	$110,189
Employer contributions (assets) at beginning of year	2021-12-31	$51,014
Income. Dividends from common stock	2021-12-31	$2,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$473,752
Contract administrator fees	2021-12-31	$20,200
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$52,606
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$73,903
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$143,011
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$120,908
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2021-12-31	232846715
2020 : INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$42,671
Total unrealized appreciation/depreciation of assets	2020-12-31	$42,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,945,667
Total loss/gain on sale of assets	2020-12-31	$-2,562
Total of all expenses incurred	2020-12-31	$319,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$302,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,580,583
Value of total assets at end of year	2020-12-31	$10,122,691
Value of total assets at beginning of year	2020-12-31	$7,496,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,242
Total interest from all sources	2020-12-31	$8,134
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$901,408
Participant contributions at end of year	2020-12-31	$123,127
Participant contributions at beginning of year	2020-12-31	$100,477
Participant contributions at end of year	2020-12-31	$35,835
Participant contributions at beginning of year	2020-12-31	$43,883
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$160,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,626,016
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,122,691
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,496,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,471,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,992,983
Interest on participant loans	2020-12-31	$8,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$4,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$12,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$12,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$315,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$231,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,314,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$47,005
Assets. Invements in employer securities at beginning of year	2020-12-31	$49,280
Contributions received in cash from employer	2020-12-31	$518,328
Employer contributions (assets) at end of year	2020-12-31	$51,014
Employer contributions (assets) at beginning of year	2020-12-31	$45,043
Income. Dividends from common stock	2020-12-31	$2,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$302,409
Contract administrator fees	2020-12-31	$17,242
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$73,903
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$20,690
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$2,562
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2020-12-31	232846715
2019 : INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,669,238
Total loss/gain on sale of assets	2019-12-31	$18,529
Total of all expenses incurred	2019-12-31	$810,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$785,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,416,146
Value of total assets at end of year	2019-12-31	$7,496,675
Value of total assets at beginning of year	2019-12-31	$5,638,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,732
Total interest from all sources	2019-12-31	$7,860
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$791,597
Participant contributions at end of year	2019-12-31	$100,477
Participant contributions at beginning of year	2019-12-31	$103,694
Participant contributions at end of year	2019-12-31	$43,883
Participant contributions at beginning of year	2019-12-31	$30,531
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$182,656
Other income not declared elsewhere	2019-12-31	$2,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,858,344
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,496,675
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,638,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,992,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,210,990
Interest on participant loans	2019-12-31	$7,532
Interest earned on other investments	2019-12-31	$295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$12,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$16,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$16,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$231,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$212,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,221,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$49,280
Assets. Invements in employer securities at beginning of year	2019-12-31	$32,130
Contributions received in cash from employer	2019-12-31	$441,893
Employer contributions (assets) at end of year	2019-12-31	$45,043
Employer contributions (assets) at beginning of year	2019-12-31	$19,465
Income. Dividends from common stock	2019-12-31	$2,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$785,162
Contract administrator fees	2019-12-31	$25,732
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$20,690
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$12,980
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$69,970
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$51,441
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2019-12-31	232846715
2018 : INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-4,599
Total unrealized appreciation/depreciation of assets	2018-12-31	$-4,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,045,247
Total loss/gain on sale of assets	2018-12-31	$-662
Total of all expenses incurred	2018-12-31	$1,277,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,259,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,411,425
Value of total assets at end of year	2018-12-31	$5,638,331
Value of total assets at beginning of year	2018-12-31	$5,870,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,479
Total interest from all sources	2018-12-31	$7,013
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$742,154
Participant contributions at end of year	2018-12-31	$103,694
Participant contributions at beginning of year	2018-12-31	$92,787
Participant contributions at end of year	2018-12-31	$30,531
Participant contributions at beginning of year	2018-12-31	$38,652
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$276,453
Other income not declared elsewhere	2018-12-31	$2,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-231,901
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,638,331
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,870,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,210,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,426,211
Interest on participant loans	2018-12-31	$6,922
Interest earned on other investments	2018-12-31	$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$16,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$39,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$39,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$212,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$173,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-372,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$32,130
Assets. Invements in employer securities at beginning of year	2018-12-31	$35,315
Contributions received in cash from employer	2018-12-31	$392,818
Employer contributions (assets) at end of year	2018-12-31	$19,465
Employer contributions (assets) at beginning of year	2018-12-31	$48,069
Income. Dividends from common stock	2018-12-31	$2,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,259,669
Contract administrator fees	2018-12-31	$17,479
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$12,980
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$15,769
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$713
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2018-12-31	232846715
2017 : INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-5,803
Total unrealized appreciation/depreciation of assets	2017-12-31	$-5,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,964,326
Total loss/gain on sale of assets	2017-12-31	$-693
Total of all expenses incurred	2017-12-31	$94,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$84,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,402,788
Value of total assets at end of year	2017-12-31	$5,870,232
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,454
Total interest from all sources	2017-12-31	$3,277
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$669,371
Participant contributions at end of year	2017-12-31	$92,787
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$38,652
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,367,874
Other income not declared elsewhere	2017-12-31	$1,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,870,232
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,870,232
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,426,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$3,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$39,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$173,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$560,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$35,315
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$365,543
Employer contributions (assets) at end of year	2017-12-31	$48,069
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$2,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$84,640
Contract administrator fees	2017-12-31	$9,454
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$15,769
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$2,552
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$3,245
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	STAMBAUGH NESS
Accountancy firm EIN	2017-12-31	232846715

Form 5500 Responses for INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN

2022: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817166

Policy instance

Insurance contract or identification number	817166
Number of Individuals Covered	373
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $29,252
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,252
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817166

Policy instance

Insurance contract or identification number	817166
Number of Individuals Covered	283
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $27,929
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,929
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817166

Policy instance

Insurance contract or identification number	817166
Number of Individuals Covered	230
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $19,413
Total amount of fees paid to insurance company	USD $3,720
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,413
Insurance broker organization code?	7
Amount paid for insurance broker fees	3720
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAM PAYMENTS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817166

Policy instance

Insurance contract or identification number	817166
Number of Individuals Covered	221
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $15,796
Total amount of fees paid to insurance company	USD $3,051
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,796
Insurance broker organization code?	7
Amount paid for insurance broker fees	3051
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAM PAYMENTS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817166

Policy instance

Insurance contract or identification number	817166
Number of Individuals Covered	164
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $14,871
Total amount of fees paid to insurance company	USD $3,927
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,871
Insurance broker organization code?	7
Amount paid for insurance broker fees	3927
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAM PAYMENTS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817166

Policy instance

Insurance contract or identification number	817166
Number of Individuals Covered	146
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,455
Total amount of fees paid to insurance company	USD $3,495
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,455
Insurance broker organization code?	7
Amount paid for insurance broker fees	3495
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAM PAYMENTS
Insurance broker name	PA RETIREMENT SOLUTIONS, INC.

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Company Name:	INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP
Employer identification number (EIN):	264567188
NAIC Classification:	523120
NAIC Description:	Securities Brokerage