Insurance Company Supported Organizations Group Health & Welfare Plan — Form 5500 plan (The Board Of Trustees Of The Icso Group Health & Welfare Plan)
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 Company Supported Organizations Group Health & Welfare Plan is a benefit plan reported by The Board Of Trustees Of The Icso Group Health & Welfare Plan under EIN 23-7258552 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,038 participants and $4,610,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Icso Group Health & Welfare Plan
- EIN
- 23-7258552
- Plan number
- 501
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,038
- End-of-year plan assets
- $4,610,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,038 | H, C | 20241008154506NAL0017910257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,610,769
- Total liabilities (EOY)
- $2,880,478
- Net assets (EOY)
- $1,730,291
- Net assets (BOY)
- $1,394,808
Income & contributions
- Employer contributions
- $12,577,043
- Participant contributions
- $299,684
- Total contributions
- $12,876,727
- Total income / additions
- $12,938,652
Expenses & distributions
- Benefits paid
- $12,120,551
- Administrative expenses
- $482,618
- Total expenses
- $12,603,169
- Net increase / (decrease)
- $335,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Namic Insurance Agency | NONE | $228,370 | $0 | 2023 |
| Mcgowan Insurance Group, LLC | NONE | $56,030 | $0 | 2023 |
| Doug Jensen | NONE | $27,275 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | NONE | $21,421 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $20,750 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $17,750 | not reported in the loaded dataset | 2023 |
| Benefit Resources Fsa | NONE | $14,829 | not reported in the loaded dataset | 2023 |
| Extend Health, Inc | NONE | $14,452 | not reported in the loaded dataset | 2023 |
| Icso Human Resources Assoctn Inc. | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Icso Group Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Namic Insurance Agency — Schedule C compensation
- Mcgowan Insurance Group, LLC — Schedule C compensation
- Doug Jensen — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Benefit Resources Fsa — Schedule C compensation
- Extend Health, Inc — Schedule C compensation
- Icso Human Resources Assoctn Inc. — Schedule C compensation