Plan5500

Ebix, Inc. Cash Option Profit Sharing Trust — Form 5500 plan (Ebix, Inc.)

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, Ebix, Inc. Cash Option Profit Sharing Trust is a benefit plan reported by Ebix, Inc. under EIN 77-0021975 and plan number 001. The latest loaded filing year is 2023. The filing reports 633 participants and $52,755,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ebix, Inc.
EIN
77-0021975
Plan number
001
Plan type
2
Location
Johns Creek, GA
Latest filing year
2023
Participants
633
End-of-year plan assets
$52,755,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023633H, C20241003104224NAL0019426450001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,755,966
Total liabilities (EOY)
$0
Net assets (EOY)
$52,755,966
Net assets (BOY)
$45,823,564

Income & contributions

Employer contributions
$438,577
Participant contributions
$2,298,671
Total contributions
$2,737,248
Total income / additions
$10,444,134

Expenses & distributions

Benefits paid
$3,366,336
Administrative expenses
$134,949
Total expenses
$3,511,732
Net increase / (decrease)
$6,932,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncRETAINED BY EMPLOYER$71,798not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$63,151$02023

Related Form 5500 pages