Strategic Insurance Trust Health Plan — Form 5500 plan (Strategic 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, Strategic Insurance Trust Health Plan is a benefit plan reported by Strategic Insurance Trust under EIN 47-7303426 and plan number 501. The latest loaded filing year is 2023. The filing reports 313 participants and $2,457,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Insurance Trust
- EIN
- 47-7303426
- Plan number
- 501
- Plan type
- 3
- Location
- New Albany, IN
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $2,457,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H | 20250415102741NAL0006190786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,457,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,457,972
- Net assets (BOY)
- $1,897,780
Income & contributions
- Employer contributions
- $3,102,796
- Participant contributions
- $693,846
- Total contributions
- $3,796,642
- Total income / additions
- $3,835,216
Expenses & distributions
- Benefits paid
- $3,246,708
- Administrative expenses
- $28,316
- Total expenses
- $3,275,024
- Net increase / (decrease)
- $560,192
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.