Plan5500

Insurance Agents & Brokers Service Group, Inc. Employee Benefit Plan — Form 5500 plan (Insurance Agents & Brokers Service Group, 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, Insurance Agents & Brokers Service Group, Inc. Employee Benefit Plan is a benefit plan reported by Insurance Agents & Brokers Service Group, Inc. under EIN 23-2337145 and plan number 501. The latest loaded filing year is 2023. The filing reports 21 participants and $101,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insurance Agents & Brokers Service Group, Inc.
EIN
23-2337145
Plan number
501
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
21
End-of-year plan assets
$101,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I, C20240723093120NAL0006477987001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$101,785
Total liabilities (EOY)
$40,532
Net assets (EOY)
$61,253
Net assets (BOY)
-$20,746

Income & contributions

Employer contributions
$261,489
Participant contributions
$104,952
Total income / additions
$366,960

Expenses & distributions

Benefits paid
$154,521
Administrative expenses
$1,500
Total expenses
$284,961
Net increase / (decrease)
$81,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn-MoweryBROKER$7,412not reported in the loaded dataset2023
The Benecon GroupBROKER$4,604not reported in the loaded dataset2023
Capital BluecrossADMIN$1,500not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$1,063not reported in the loaded dataset2023
Young, Oakes, Brown & CoBROKER$13not reported in the loaded dataset2023

Related Form 5500 pages