Impactlife 401(K) Plan — Form 5500 plan (Impactlife)
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, Impactlife 401(K) Plan is a benefit plan reported by Impactlife under EIN 42-0859501 and plan number 001. The latest loaded filing year is 2023. The filing reports 992 participants and $35,799,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Impactlife
- EIN
- 42-0859501
- Plan number
- 001
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 992
- End-of-year plan assets
- $35,799,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 992 | H, C | 20241014161933NAL0046778160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,799,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,799,478
- Net assets (BOY)
- $29,723,309
Income & contributions
- Employer contributions
- $1,109,506
- Participant contributions
- $2,769,613
- Total contributions
- $3,916,730
- Total income / additions
- $9,538,336
Expenses & distributions
- Benefits paid
- $3,342,358
- Administrative expenses
- $119,809
- Total expenses
- $3,462,167
- Net increase / (decrease)
- $6,076,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,895 | $0 | 2023 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $47,914 | not reported in the loaded dataset | 2023 |