2023 Form 5500 filing — Icuf Multiple Employer 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 20241007122231NAL0016045985001) for Icuf Multiple Employer Plan, reported by Florida Independent College Fund under EIN 59-1919098 and plan number 333. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007122231NAL0016045985001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Florida Independent College Fund
- EIN
- 59-1919098
- Plan number
- 333
- Location
- Tallahassee, FL
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,671,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,671,325
- Employer contributions
- $657,552
- Participant contributions
- $935,747
- Total income / additions
- $5,027,341
- Benefits paid
- $1,343,711
- Administrative expenses
- $84,486
- Total expenses
- $1,428,197
- Net increase / (decrease)
- $3,599,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc. | TPA | $15,930 | not reported in the loaded dataset |
| Millennium Advisory Services, Inc. | ADVISOR | $15,514 | not reported in the loaded dataset |
| Tiaa | INVESTMENT PROVIDER | $2,368 | $0 |