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, Iowa Bankers Insurance & Services, Inc. 401(K) Plan & Trust is a benefit plan reported by Iowa Bankers Insurance And Services, Inc. under EIN 42-0984998 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $28,096,610 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,096,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,096,610
- Net assets (BOY)
- $23,806,247
Income & contributions
- Employer contributions
- $684,905
- Participant contributions
- $1,498,605
- Total contributions
- $2,520,222
- Total income / additions
- $6,678,584
Expenses & distributions
- Benefits paid
- $2,333,809
- Administrative expenses
- $54,412
- Total expenses
- $2,388,221
- Net increase / (decrease)
- $4,290,363