2023 Form 5500 filing — Independent Insurance Agents & Brokers Of South Carolina, Inc. Group Insurance Trust
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 20240723150740NAL0011529009001) for Independent Insurance Agents & Brokers Of South Carolina, Inc. Group Insurance Trust, reported by Independent Insurance Agents & Brokers Of South Carolina, Inc. under EIN 81-6928444 and plan number 501. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723150740NAL0011529009001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Independent Insurance Agents & Brokers Of South Carolina, Inc.
- EIN
- 81-6928444
- Plan number
- 501
- Location
- Columbia, SC
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,613
- Total liabilities (EOY)
- $6,841
- Net assets (EOY)
- $1,772
- Employer contributions
- $1,513,500
- Total income / additions
- $1,513,500
- Benefits paid
- $1,505,999
- Administrative expenses
- $6,222
- Total expenses
- $1,512,221
- Net increase / (decrease)
- $1,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank | NONE | $6,222 | not reported in the loaded dataset |