2023 Form 5500 filing — I3 Verticals Health And Welfare Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708080245NAL0013834977001) for I3 Verticals Health And Welfare Benefit Plan, reported by I3 Verticals Management Services, Inc. under EIN 30-0847828 and plan number 501. It reports 1,462 participants. Attached schedule details are not reported in the loaded dataset.
- EFAST2 acknowledgement
- 20240708080245NAL0013834977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I3 Verticals Management Services, Inc.
- EIN
- 30-0847828
- Plan number
- 501
- Location
- Nashville, TN
- Participants
- 1,462
- Schedules available
- Not reported in the loaded dataset
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.