2023 Form 5500 filing — Independent Insurance Agents & Brokers Of South Carolina, Inc. Group Insurance Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723150740NAL0011529009001) for Independent Insurance Agents & Brokers Of South Carolina, Inc. Group Insurance Trust, reported by Independent Insurance Agents & Brokers Of South Carolina, Inc. under EIN 81-6928444 and plan number 501. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$1.8KReported net assets$1,772
Participants127
Provider compensation$6.2K1 Schedule C row(s)$6,222
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240723150740NAL0011529009001
- Plan sponsor
- Independent Insurance Agents & Brokers Of South Carolina, Inc.
- EIN
- 81-6928444
- Plan number
- 501
- Location
- Columbia, SC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.6K total assets
Net assets$1.8KLiabilities$6.8K
Full reported line items
- Total assets (EOY)
- $8,613
- Total liabilities (EOY)
- $6,841
- Net assets (EOY)
- $1,772
- Employer contributions
- $1,513,500
- Total income / additions
- $1,513,500
- Benefits paid
- $1,505,999
- Administrative expenses
- $6,222
- Total expenses
- $1,512,221
- Net increase / (decrease)
- $1,279
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank | NONE | $6,222 | not reported in the loaded dataset |