2023 Form 5500 filing — Iss Action, Inc. Health & Welfare 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 20241007121628NAL0008854931001) for Iss Action, Inc. Health & Welfare Plan, reported by Iss Action, Inc. under EIN 11-3075292 and plan number 501. It reports 787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007121628NAL0008854931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iss Action, Inc.
- EIN
- 11-3075292
- Plan number
- 501
- Location
- Punta Gorda, FL
- Participants
- 787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $680,508
- Total liabilities (EOY)
- $601,047
- Net assets (EOY)
- $79,461
- Employer contributions
- $3,112,614
- Participant contributions
- $820,982
- Total income / additions
- $3,933,596
- Benefits paid
- $3,720,587
- Administrative expenses
- $268,463
- Total expenses
- $3,989,050
- Net increase / (decrease)
- -$55,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | PLAN SERVICE PROVIDER | $205,115 | $1,951 |
| Trust Management Services | PLAN SERVICE PROVIDER | $39,777 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $22,050 | not reported in the loaded dataset |