2023 Form 5500 filing — Ihcc Employee Retirement 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 20241014151716NAL0026537745001) for Ihcc Employee Retirement Plan, reported by Investors Heritage Capital Corporation under EIN 61-6030333 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151716NAL0026537745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Investors Heritage Capital Corporation
- EIN
- 61-6030333
- Plan number
- 001
- Location
- Frankfort, KY
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,514,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,514,544
- Employer contributions
- $600,000
- Total income / additions
- $2,269,888
- Benefits paid
- $1,651,337
- Administrative expenses
- $110,261
- Total expenses
- $1,761,598
- Net increase / (decrease)
- $508,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,261 | $0 |
| Alpha Financial Partners LLC | INVESTMENT ADVISORY | $0 | $36,409 |