2023 Form 5500 filing — Icare Services 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 20241029113556NAL0002719395001) for Icare Services 401(K) Plan, reported by Icare Services under EIN 27-2323090 and plan number 001. It reports 880 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029113556NAL0002719395001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Icare Services
- EIN
- 27-2323090
- Plan number
- 001
- Location
- Skokie, IL
- Participants
- 880
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,747,034
- Total liabilities (EOY)
- $3,000
- Net assets (EOY)
- $2,744,034
- Employer contributions
- $54,457
- Participant contributions
- $428,955
- Total income / additions
- $896,682
- Benefits paid
- $241,684
- Administrative expenses
- $24,439
- Total expenses
- $281,590
- Net increase / (decrease)
- $615,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $14,198 | $0 |
| One Digital Investments | INVEST ADVISOR | $11,465 | not reported in the loaded dataset |
| Marquis Pension LLC | CONTRACTADMINSITATOR | $0 | $2,293 |