Icuf Multiple Employer Plan — Form 5500 plan (Florida Independent College Fund)
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, Icuf Multiple Employer Plan is a benefit plan reported by Florida Independent College Fund under EIN 59-1919098 and plan number 333. The latest loaded filing year is 2023. The filing reports 504 participants and $25,671,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Independent College Fund
- EIN
- 59-1919098
- Plan number
- 333
- Plan type
- 3
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $25,671,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20241007122231NAL0016045985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,671,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,671,325
- Net assets (BOY)
- $16,673,040
Income & contributions
- Employer contributions
- $657,552
- Participant contributions
- $935,747
- Total contributions
- $1,621,962
- Total income / additions
- $5,027,341
Expenses & distributions
- Benefits paid
- $1,343,711
- Administrative expenses
- $84,486
- Total expenses
- $1,428,197
- Net increase / (decrease)
- $3,599,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | TPA | $15,930 | not reported in the loaded dataset | 2023 |
| Millennium Advisory Services, Inc. | ADVISOR | $15,514 | not reported in the loaded dataset | 2023 |
| Tiaa | INVESTMENT PROVIDER | $2,368 | $0 | 2023 |