Plan5500

Independent Health Association Inc Defined Benefit Plan And Trust — Form 5500 plan (Independent Health Association, 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, Independent Health Association Inc Defined Benefit Plan And Trust is a benefit plan reported by Independent Health Association, Inc. under EIN 16-1080163 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $87,538,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Health Association, Inc.
EIN
16-1080163
Plan number
001
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
623
End-of-year plan assets
$87,538,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023623H, C20240729092350NAL0018629057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,538,915
Total liabilities (EOY)
$17,727
Net assets (EOY)
$87,521,188
Net assets (BOY)
$82,672,618

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$9,000,454

Expenses & distributions

Benefits paid
$4,151,884
Administrative expenses
$0
Total expenses
$4,151,884
Net increase / (decrease)
$4,848,570

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arbor Capital ManagementNONE$47,469not reported in the loaded dataset2023

Related Form 5500 pages