Plan5500

Icertis — 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, Icertis (EIN 80-0380654) is a plan sponsor located in Bellevue, WA 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
80-0380654
Location
Bellevue, WA
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 Icertis

  • 2 loaded plans hold $37M in reported assets.
  • The largest, Icertis 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,021 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37MSummed across loaded plans$36,960,047
Total reported assets$37M$36,960,047
Total reported participants1K1,021
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37M total assets
Net assets$37MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$5.7M
Total income / additions$16M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$11.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Icertis 401(K) Plan
Participants per plan511Average 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
    Icertis 401(K) Plan$37M
    Plan #001 · 567 participants · 2023
  2. 2
    Icertis Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 454 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 Icertis. Open one for its full reported snapshot.

  1. 2023
    Icertis Health And Welfare Plan454 participants · 2No schedules
    View filing →
  2. 2023
    Icertis 401(K) Plan567 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Icertis report on Form 5500?
Icertis (EIN 80-0380654) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Icertis?
The Employer Identification Number (EIN) reported for Icertis is 80-0380654.
What is the latest Form 5500 filing year for Icertis?
The latest loaded Form 5500 filing year for Icertis is 2023.

Related Form 5500 pages