2023 Form 5500 filing — Iowa Bankers 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 20240820103948NAL0002533425001) for Iowa Bankers Benefit Plan, reported by Iowa Bankers Benefit Plan Board Of Trustees under EIN 42-1122086 and plan number 501. It reports 14,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820103948NAL0002533425001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Iowa Bankers Benefit Plan Board Of Trustees
- EIN
- 42-1122086
- Plan number
- 501
- Location
- Johnston, IA
- Participants
- 14,489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,059,666
- Total liabilities (EOY)
- $24,341,486
- Net assets (EOY)
- $76,718,180
- Employer contributions
- $164,443,535
- Total income / additions
- $170,062,999
- Benefits paid
- $140,877,471
- Administrative expenses
- $7,323,351
- Total expenses
- $148,200,822
- Net increase / (decrease)
- $21,862,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellmark Blue Cross Blue Shield | NONE | $5,428,779 | not reported in the loaded dataset |
| Delta Dental Of Iowa | NONE | $456,929 | not reported in the loaded dataset |
| Donaldson Capital Management | NONE | $93,289 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $83,680 | not reported in the loaded dataset |
| Milliman | NONE | $60,000 | not reported in the loaded dataset |
| Bral Niedert Private Wealth Advisor | NONE | $55,018 | not reported in the loaded dataset |
| Dentons Davis, Brown, Koehn Law Fir | NONE | $7,968 | not reported in the loaded dataset |