How many benefit plans does Local Initiatives Support Corp. report on Form 5500?

Local Initiatives Support Corp. (EIN 13-3030229) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Local Initiatives Support Corp.?

The Employer Identification Number (EIN) reported for Local Initiatives Support Corp. is 13-3030229.

What is the latest Form 5500 filing year for Local Initiatives Support Corp.?

The latest loaded Form 5500 filing year for Local Initiatives Support Corp. is 2023.

Local Initiatives Support Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Local Initiatives Support Corp. (EIN 13-3030229) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-3030229
Location: New York, NY
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Local Initiatives Support Corp.

3 loaded plans hold $136.3M in reported assets.
The largest, Local Initiatives Support Corporation Tax Sheltered Annuity Plan, holds 51% of this company's reported plan assets.
Plans cover 2,126 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$136.3MSummed across loaded plans$136,277,883

Total reported assets$136.3M$136,277,883

Total reported participants2.1K2,126

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$136.3M total assets

Net assets$136.3MLiabilities$0

Contributions & income

Employer contributions$4.8M

Participant contributions$5.3M

Total income / additions$32.3M

Expenses & distributions

Benefits paid / distributions$5.7M

Total expenses$5.8M

Net increase / (decrease)$26.4M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets51%Local Initiatives Support Corporation Tax Sheltered Annuity Plan

Participants per plan709Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Local Initiatives Support Corporation Tax Sheltered Annuity Plan$69.6M
Plan #002 · 850 participants · 2023
2
Local Initiatives Support Corporation 401(K) Plan$66.7M
Plan #001 · 851 participants · 2023
3
Local Initiatives Support Corporation Employee Benefits Plannot reported in the loaded dataset
Plan #501 · 425 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Local Initiatives Support Corp.. Open one for its full reported snapshot.

2023
Local Initiatives Support Corporation Employee Benefits Plan425 participants · 2No schedules
View filing →
2023
Local Initiatives Support Corporation 401(K) Plan851 participants · 2Sch HSch C
View filing →
2023
Local Initiatives Support Corporation Tax Sheltered Annuity Plan850 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Local Initiatives Support Corp. report on Form 5500?: Local Initiatives Support Corp. (EIN 13-3030229) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Local Initiatives Support Corp.?: The Employer Identification Number (EIN) reported for Local Initiatives Support Corp. is 13-3030229.
What is the latest Form 5500 filing year for Local Initiatives Support Corp.?: The latest loaded Form 5500 filing year for Local Initiatives Support Corp. is 2023.