Plan5500

Independent Insurance Agents & Brokers Of South Carolina, Inc. Group Insurance Trust — Form 5500 plan (Independent Insurance Agents & Brokers Of South Carolina, 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, Independent Insurance Agents & Brokers Of South Carolina, Inc. Group Insurance Trust is a benefit plan reported by Independent Insurance Agents & Brokers Of South Carolina, Inc. under EIN 81-6928444 and plan number 501. The latest loaded filing year is 2023. The filing reports 127 participants and $8,613 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Insurance Agents & Brokers Of South Carolina, Inc.
EIN
81-6928444
Plan number
501
Plan type
3
Location
Columbia, SC
Latest filing year
2023
Participants
127
End-of-year plan assets
$8,613

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240723150740NAL0011529009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,613
Total liabilities (EOY)
$6,841
Net assets (EOY)
$1,772
Net assets (BOY)
$493

Income & contributions

Employer contributions
$1,513,500
Total contributions
$1,513,500
Total income / additions
$1,513,500

Expenses & distributions

Benefits paid
$1,505,999
Administrative expenses
$6,222
Total expenses
$1,512,221
Net increase / (decrease)
$1,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Citizens BankNONE$6,222not reported in the loaded dataset2023

Related Form 5500 pages