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, Insurance Technologies 401(K) Savings Plan is a benefit plan reported by Insurance Technologies, LLC under EIN 20-3587415 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $27,054,703 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,054,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,054,703
- Net assets (BOY)
- $23,077,232
Income & contributions
- Employer contributions
- $556,828
- Participant contributions
- $2,158,147
- Total contributions
- $3,412,679
- Total income / additions
- $7,134,019
Expenses & distributions
- Benefits paid
- $3,088,230
- Administrative expenses
- $58,939
- Total expenses
- $3,156,548
- Net increase / (decrease)
- $3,977,471