Independence Holding Company Retirement Plan — Form 5500 plan (Independence Holding Company)
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, Independence Holding Company Retirement Plan is a benefit plan reported by Independence Holding Company under EIN 58-1407235 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $35,099,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independence Holding Company
- EIN
- 58-1407235
- Plan number
- 001
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $35,099,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20240823105948NAL0003627187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,099,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,099,088
- Net assets (BOY)
- $30,566,150
Income & contributions
- Employer contributions
- $365,364
- Participant contributions
- $1,275,138
- Total contributions
- $1,640,502
- Total income / additions
- $7,156,052
Expenses & distributions
- Benefits paid
- $2,566,997
- Administrative expenses
- $56,117
- Total expenses
- $2,623,114
- Net increase / (decrease)
- $4,532,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $51,204 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company N.A. | NONE | $0 | $0 | 2023 |