Ida Insurance Trust — Form 5500 plan (Ida Insurance Trust)
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, Ida Insurance Trust is a benefit plan reported by Ida Insurance Trust under EIN 46-6963429 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,001 participants and $12,655,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ida Insurance Trust
- EIN
- 46-6963429
- Plan number
- 501
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,001
- End-of-year plan assets
- $12,655,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,001 | H, C | 20241011213836NAL0011370147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,655,658
- Total liabilities (EOY)
- $3,288,391
- Net assets (EOY)
- $9,367,267
- Net assets (BOY)
- $12,320,114
Income & contributions
- Employer contributions
- $12,664,249
- Total contributions
- $12,664,249
- Total income / additions
- $13,523,314
Expenses & distributions
- Benefits paid
- $14,397,535
- Administrative expenses
- $2,078,626
- Total expenses
- $16,476,161
- Net increase / (decrease)
- -$2,952,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | SERVICE PROVIDER | $1,404,427 | not reported in the loaded dataset | 2023 |
| Ida Insurance Service | ADMIN & MARKETING SERVIC | $248,041 | not reported in the loaded dataset | 2023 |
| Epiphanyrx | PRESCRIPTION BENEFIT ADM | $195,436 | not reported in the loaded dataset | 2023 |
| Empyrean Benefit Solutions Inc | SERVICE PROVIDER | $170,498 | not reported in the loaded dataset | 2023 |
| Risk Strategies Consulting | CONSULTING | $87,505 | not reported in the loaded dataset | 2023 |
| Nonprofit Financial Solutions Pc | SERVICE PROVIDER | $72,305 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Indiana Inc | SERVICE PROVIDER | $61,369 | not reported in the loaded dataset | 2023 |
| Barnes & Thornburg | NONE | $52,000 | not reported in the loaded dataset | 2023 |
| Jonathan Mayo | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| Bose Mckinney & Evans Llp | LEGAL | $34,220 | not reported in the loaded dataset | 2023 |
| Brady Ware & Schoenfeld Inc | AUDIT/TAX SERVICES | $18,090 | not reported in the loaded dataset | 2023 |
| First Stop Health LLC | MEDICAL | $17,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ida Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Ida Insurance Service — Schedule C compensation
- Epiphanyrx — Schedule C compensation
- Empyrean Benefit Solutions Inc — Schedule C compensation
- Risk Strategies Consulting — Schedule C compensation
- Nonprofit Financial Solutions Pc — Schedule C compensation
- Brown & Brown Of Indiana Inc — Schedule C compensation
- Barnes & Thornburg — Schedule C compensation
- Jonathan Mayo — Schedule C compensation
- Bose Mckinney & Evans Llp — Schedule C compensation
- Brady Ware & Schoenfeld Inc — Schedule C compensation
- First Stop Health LLC — Schedule C compensation