2023 Form 5500 filing — The Health And Welfare Benefit Plan Of Indiana Historical Society, Inc.
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 20240708085854NAL0024260450001) for The Health And Welfare Benefit Plan Of Indiana Historical Society, Inc., reported by Indiana Historical Society, Inc. under EIN 35-0876384 and plan number 501. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708085854NAL0024260450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Historical Society, Inc.
- EIN
- 35-0876384
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 48
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,615
- Total liabilities (EOY)
- $237,024
- Net assets (EOY)
- -$155,409
- Employer contributions
- $552,297
- Participant contributions
- $101,449
- Total income / additions
- $665,408
- Benefits paid
- $530,991
- Administrative expenses
- $25,881
- Total expenses
- $886,532
- Net increase / (decrease)
- -$221,124
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acs Benefit Services, LLC | ADMIN | $25,881 | not reported in the loaded dataset |
| Gallagher Benefits Services (Bh Pre | BROKER | $19,982 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $12,275 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,060 | not reported in the loaded dataset |