Indiana Historical Society Defined Contribution Retirement Plan — Form 5500 plan (Indiana Historical Society)
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, Indiana Historical Society Defined Contribution Retirement Plan is a benefit plan reported by Indiana Historical Society under EIN 35-0876384 and plan number 003. The latest loaded filing year is 2023. The filing reports 140 participants and $8,273,080 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,273,080
Participants140Covered participants reported
Assets / participant$59.1KComputed: assets ÷ participants$59,093 (computed)
Provider compensation$17.2K1 Schedule C provider row(s)$17,199
- Plan sponsor
- Indiana Historical Society
- EIN
- 35-0876384
- Plan number
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241011135829NAL0021991185001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,273,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,273,080
- Net assets (BOY)
- $7,350,041
Income & contributions
- Employer contributions
- $232,680
- Participant contributions
- $0
- Total contributions
- $232,680
- Total income / additions
- $1,173,614
Expenses & distributions
- Benefits paid
- $250,423
- Administrative expenses
- $152
- Total expenses
- $250,575
- Net increase / (decrease)
- $923,039
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $398 | $16,801 | 2023 |