How many benefit plans does Independence Holding Company report on Form 5500?

Independence Holding Company (EIN 58-1407235) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Independence Holding Company?

The Employer Identification Number (EIN) reported for Independence Holding Company is 58-1407235.

What is the latest Form 5500 filing year for Independence Holding Company?

The latest loaded Form 5500 filing year for Independence Holding Company is 2023.

Independence Holding Company — 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, Independence Holding Company (EIN 58-1407235) is a plan sponsor located in Stamford, CT 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: 58-1407235
Location: Stamford, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $35,099,088
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $35,099,088

Contributions & income

Employer contributions: $365,364
Participant contributions: $1,275,138
Total income / additions: $7,156,052

Expenses & distributions

Benefits paid / distributions: $2,566,997
Total expenses: $2,623,114
Net increase / (decrease): $4,532,938

Coverage

Total reported participants: 596
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

Independence Holding Company plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Independence Holding Company Retirement Plan	001	404	$35,099,088	2023
Independence Holding Company Employee Benefit Medical Plan	502	192	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Independence Holding Company
Year	Plan	Participants	Schedules	Filing
2023	Independence Holding Company Employee Benefit Medical Plan	192	—	20240506191951NAL0041654352001
2023	Independence Holding Company Retirement Plan	404	H, C	20240823105948NAL0003627187001