2023 Form 5500 filing — Insurance Office Of America 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 20250528153751NAL0007199217001) for Insurance Office Of America 401(K) Plan, reported by Insurance Office Of America, Inc. under EIN 59-2472656 and plan number 001. It reports 1,435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250528153751NAL0007199217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insurance Office Of America, Inc.
- EIN
- 59-2472656
- Plan number
- 001
- Location
- Longwood, FL
- Participants
- 1,435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,723,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,723,410
- Employer contributions
- $1,546,747
- Participant contributions
- $6,944,774
- Total income / additions
- $20,832,045
- Benefits paid
- $6,339,384
- Administrative expenses
- $173,138
- Total expenses
- $6,512,522
- Net increase / (decrease)
- $14,319,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $173,138 | $0 |
| Ameriprise Financial Services LLC. | INVESTMENT ADVISORY | $0 | $46,157 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |