I & S Group — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, I & S Group (EIN 41-0995051) is a plan sponsor located in Mankato, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 41-0995051
- Location
- Mankato, MN
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $108,525,799
- Total reported liabilities (EOY)
- $1,529,155
- Total reported net assets (EOY)
- $106,996,644
Contributions & income
- Employer contributions
- $1,297,501
- Participant contributions
- $3,333,108
- Total income / additions
- $13,417,212
Expenses & distributions
- Benefits paid / distributions
- $3,470,769
- Total expenses
- $3,594,020
- Net increase / (decrease)
- $9,823,192
Coverage
- Total reported participants
- 1,541
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| I&S Group, Inc. Employee Stock Ownership Plan | 004 | 488 | $77,373,685 | 2023 |
| Isg 401(K) Plan | 002 | 574 | $31,152,114 | 2023 |
| I & S Group Welfare Benefits Plan | 510 | 479 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | I & S Group Welfare Benefits Plan | 479 | — | 20240702134149NAL0007511408001 |
| 2023 | Isg 401(K) Plan | 574 | H, C | 20241003104847NAL0009746513001 |
| 2023 | I&S Group, Inc. Employee Stock Ownership Plan | 488 | H | 20241009085312NAL0010449811001 |