2023 Form 5500 filing — Iso New England Inc. Master 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 20241009155503NAL0010810115001) for Iso New England Inc. Master Trust, reported by Iso New England Inc. under EIN 04-3372500 and plan number 005. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009155503NAL0010810115001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Iso New England Inc.
- EIN
- 04-3372500
- Plan number
- 005
- Location
- Holyoke, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,483,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,483,542
- Total income / additions
- $18,012,977
- Benefits paid
- $0
- Administrative expenses
- $165,545
- Total expenses
- $165,545
- Net increase / (decrease)
- $17,847,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slc Management | NONE | $165,545 | not reported in the loaded dataset |