2023 Form 5500 filing — Insurance Office Of America, Inc. 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 20250501130237NAL0003172353001) for Insurance Office Of America, Inc. Employee Stock Ownership Plan, reported by Insurance Office Of America, Inc. under EIN 59-2472656 and plan number 002. It reports 1,159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250501130237NAL0003172353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insurance Office Of America, Inc.
- EIN
- 59-2472656
- Plan number
- 002
- Location
- Longwood, FL
- Participants
- 1,159
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,332,604
- Total liabilities (EOY)
- $19,522
- Net assets (EOY)
- $8,313,082
- Total income / additions
- $1,044,113
- Benefits paid
- $509,866
- Administrative expenses
- $19,522
- Total expenses
- $529,388
- Net increase / (decrease)
- $514,725
- Schedule source
- Schedule H