Independent Administrative Services, L.L.C. — 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, Independent Administrative Services, L.L.C. (EIN 51-0431043) is a plan sponsor located in Clearwater, FL 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
51-0431043
Location
Clearwater, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$78,027,327
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$78,027,327

Contributions & income

Employer contributions
$2,878,647
Participant contributions
$10,725,084
Total income / additions
$38,584,380

Expenses & distributions

Benefits paid / distributions
$4,308,985
Total expenses
$4,737,386
Net increase / (decrease)
$33,846,994

Coverage

Total reported participants
3,926
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Independent Administrative Services, L.L.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Independent Administrative Services, L.L.C. 401(K) Plan0012,153$78,027,3272023
Independent Administrative Services, LLC (Ias) Health & Welfare Benefits5011,773not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Independent Administrative Services, L.L.C.
YearPlanParticipantsSchedulesFiling
2023Independent Administrative Services, L.L.C. 401(K) Plan2,153H, C20241008092703NAL0016395009001
2023Independent Administrative Services, LLC (Ias) Health & Welfare Benefits1,77320241008124505NAL0033691858001

Related Form 5500 pages