Icare Services 401(K) Plan — Form 5500 plan (Icare Services)
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, Icare Services 401(K) Plan is a benefit plan reported by Icare Services under EIN 27-2323090 and plan number 001. The latest loaded filing year is 2023. The filing reports 880 participants and $2,747,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Icare Services
- EIN
- 27-2323090
- Plan number
- 001
- Plan type
- 3
- Location
- Skokie, IL
- Latest filing year
- 2023
- Participants
- 880
- End-of-year plan assets
- $2,747,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 880 | H, C | 20241029113556NAL0002719395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,747,034
- Total liabilities (EOY)
- $3,000
- Net assets (EOY)
- $2,744,034
- Net assets (BOY)
- $2,128,942
Income & contributions
- Employer contributions
- $54,457
- Participant contributions
- $428,955
- Total contributions
- $486,965
- Total income / additions
- $896,682
Expenses & distributions
- Benefits paid
- $241,684
- Administrative expenses
- $24,439
- Total expenses
- $281,590
- Net increase / (decrease)
- $615,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $14,198 | $0 | 2023 |
| One Digital Investments | INVEST ADVISOR | $11,465 | not reported in the loaded dataset | 2023 |
| Marquis Pension LLC | CONTRACTADMINSITATOR | $0 | $2,293 | 2023 |