2023 Form 5500 filing — Iso 401(K) Savings And Employee Stock Ownership 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 20241015084703NAL0027864833001) for Iso 401(K) Savings And Employee Stock Ownership Plan, reported by Insurance Services Office, Inc. under EIN 13-3131412 and plan number 003. It reports 8,594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084703NAL0027864833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insurance Services Office, Inc.
- EIN
- 13-3131412
- Plan number
- 003
- Location
- Jersey City, NJ
- Participants
- 8,594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,178,422,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,178,422,731
- Employer contributions
- $31,435,553
- Participant contributions
- $46,953,838
- Total income / additions
- $516,331,793
- Benefits paid
- $194,341,238
- Administrative expenses
- $706,560
- Total expenses
- $195,068,013
- Net increase / (decrease)
- $321,263,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $701,163 | $0 |