Plan5500

Iat Insurance Group Inc. — 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, Iat Insurance Group Inc. (EIN 56-1171691) is a plan sponsor located in Raleigh, NC with 2 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
56-1171691
Location
Raleigh, NC
Loaded plans
2
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 Iat Insurance Group Inc.

  • 2 loaded plans hold $253.4M in reported assets.
  • The largest, Iat Insurance Group, Inc. Profit Sharing 401(K) Plan, holds 99% of this company's reported plan assets.
  • Plans cover 2,358 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$252.4MSummed across loaded plans$252,365,666
Total reported assets$253.4M$253,449,603
Total reported participants2.4K2,358
Total reported liabilities$1.1M$1,083,937

Reported net position

Reported assets = net assets + liabilities (summed)$253.4M total assets
Net assets$252.4MLiabilities$1.1M
Contributions & income
Employer contributions$21.2M
Participant contributions$14.7M
Total income / additions$81.4M
Expenses & distributions
Benefits paid / distributions$38.1M
Total expenses$38.7M
Net increase / (decrease)$42.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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 assets99%Iat Insurance Group, Inc. Profit Sharing 401(K) Plan
Participants per plan1,179Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Iat Insurance Group, Inc. Profit Sharing 401(K) Plan$252M
    Plan #003 · 1,491 participants · 2023
  2. 2
    Health Care Plan Of The Employees Of Iat Insurance Group Inc$1.4M
    Plan #501 · 867 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 Iat Insurance Group Inc.. Open one for its full reported snapshot.

  1. 2023
    Health Care Plan Of The Employees Of Iat Insurance Group Inc867 participants · 2Sch HSch C
    View filing →
  2. 2023
    Iat Insurance Group, Inc. Profit Sharing 401(K) Plan1,491 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Iat Insurance Group Inc. report on Form 5500?
Iat Insurance Group Inc. (EIN 56-1171691) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Iat Insurance Group Inc.?
The Employer Identification Number (EIN) reported for Iat Insurance Group Inc. is 56-1171691.
What is the latest Form 5500 filing year for Iat Insurance Group Inc.?
The latest loaded Form 5500 filing year for Iat Insurance Group Inc. is 2023.

Related Form 5500 pages