2023 Form 5500 filing — Isabella Bank Corporation Employee Retirement Plan
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 20240726104055NAL0024215488001) for Isabella Bank Corporation Employee Retirement Plan, reported by Isabella Bank Corporation under EIN 38-2830092 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726104055NAL0024215488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isabella Bank Corporation
- EIN
- 38-2830092
- Plan number
- 001
- Location
- Mt. Pleasant, MI
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,047,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,047,874
- Total income / additions
- $901,223
- Benefits paid
- $343,890
- Administrative expenses
- $84,803
- Total expenses
- $428,693
- Net increase / (decrease)
- $472,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc. | INVESTMENT ADVISOR | $84,803 | not reported in the loaded dataset |