2023 Form 5500 filing — Ismie Mutual Insurance Company 401(K) 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 20241015175709NAL0059052178001) for Ismie Mutual Insurance Company 401(K) Plan, reported by Ismie Mutual Insurance Company under EIN 36-2883612 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175709NAL0059052178001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ismie Mutual Insurance Company
- EIN
- 36-2883612
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,829,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,829,367
- Employer contributions
- $1,482,806
- Participant contributions
- $2,404,965
- Total income / additions
- $18,946,363
- Benefits paid
- $7,221,844
- Administrative expenses
- $96,766
- Total expenses
- $7,318,610
- Net increase / (decrease)
- $11,627,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hpm Partners | NONE | $73,111 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $15,654 | $0 |
| Prudential Investment Management | NONE | $11,481 | not reported in the loaded dataset |