2023 Form 5500 filing — Independent Colleges And Universities Benefits Association, Inc. Medical 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 20251119140301NAL0004027473001) for Independent Colleges And Universities Benefits Association, Inc. Medical Plan, reported by Independent Colleges And Universities Benefits Association, Inc under EIN 42-1576411 and plan number 501. It reports 8,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251119140301NAL0004027473001
Filing year
2023
Form type
3
Plan sponsor
Independent Colleges And Universities Benefits Association, Inc
EIN
42-1576411
Plan number
501
Location
Orlando, FL
Participants
8,302
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$34,594,340
Total liabilities (EOY)
$10,134,469
Net assets (EOY)
$24,459,871
Employer contributions
$68,366,663
Participant contributions
$38,456,247
Total income / additions
$108,715,168
Benefits paid
$106,744,698
Administrative expenses
$4,469,333
Total expenses
$111,214,031
Net increase / (decrease)
-$2,498,863
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue ShieldCONTRACT ADMINISTRATOR$3,963,036not reported in the loaded dataset
Blue Cross Blue ShieldSTOP LOSS$1,537,045not reported in the loaded dataset
BswiftINFORMATION MANAGEMENT$662,202not reported in the loaded dataset
AmeriflexADMINISTRATIVE FEES$478,081not reported in the loaded dataset
Smith, Gambrell & Russell, LlpLEGAL$191,139not reported in the loaded dataset
Aetna Behavorial Health LLCCONTRACT ADMINISTRATOR$160,082not reported in the loaded dataset
Aetna Resources For LivingCONTRACT ADMINISTRATOR$126,265not reported in the loaded dataset
G Eric Nielson & AssociatesLEGAL$113,427not reported in the loaded dataset
Aetna IncCONTRACT ADMINISTRATOR$107,811not reported in the loaded dataset
Se Series Of Lockton Companies LLCINSURANCE AGENT & BROKER$103,076not reported in the loaded dataset
Oswald & Scott, PaACCOUNTANT$72,306not reported in the loaded dataset
Informax, LLCIT CONSULTANT$57,934not reported in the loaded dataset
Se Series Of Lockton Companies LLCCOMMISSIONS$41,654not reported in the loaded dataset
A-Lign Compliance And Security IncIT CONSULTANT$10,350not reported in the loaded dataset
Rocket Science Benefits ConsultingCONSULTANT$9,948not reported in the loaded dataset

Related Form 5500 pages