2023 Form 5500 filing — Insurance Technologies 401(K) Savings 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 20241002105151NAL0008671697001) for Insurance Technologies 401(K) Savings Plan, reported by Insurance Technologies, LLC under EIN 20-3587415 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002105151NAL0008671697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insurance Technologies, LLC
- EIN
- 20-3587415
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,054,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,054,703
- Employer contributions
- $556,828
- Participant contributions
- $2,158,147
- Total income / additions
- $7,134,019
- Benefits paid
- $3,088,230
- Administrative expenses
- $58,939
- Total expenses
- $3,156,548
- Net increase / (decrease)
- $3,977,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,939 | $0 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $49,177 |