Iso New England Inc. Retirement Plan — Form 5500 plan (Iso New England Inc.)
Plain-English plan 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, Iso New England Inc. Retirement Plan is a benefit plan reported by Iso New England Inc. under EIN 04-3372500 and plan number 002. The latest loaded filing year is 2023. The filing reports 600 participants and $160,477,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iso New England Inc.
- EIN
- 04-3372500
- Plan number
- 002
- Plan type
- 2
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $160,477,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H | 20241009155702NAL0019580193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,477,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $160,477,412
- Net assets (BOY)
- $195,040,187
Income & contributions
- Employer contributions
- $10,203,000
- Total contributions
- $10,203,000
- Total income / additions
- $27,716,619
Expenses & distributions
- Benefits paid
- $62,279,394
- Administrative expenses
- $0
- Total expenses
- $62,279,394
- Net increase / (decrease)
- -$34,562,775
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.