2023 Form 5500 filing — Independence Holding Company 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 20240823105948NAL0003627187001) for Independence Holding Company Retirement Plan, reported by Independence Holding Company under EIN 58-1407235 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$35.1MReported net assets$35,099,088
Participants404
Provider compensation$51.2K2 Schedule C row(s)$51,204
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240823105948NAL0003627187001
- Plan sponsor
- Independence Holding Company
- EIN
- 58-1407235
- Plan number
- 001
- Location
- Stamford, CT
- 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)$35.1M total assets
Net assets$35.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,099,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,099,088
- Employer contributions
- $365,364
- Participant contributions
- $1,275,138
- Total income / additions
- $7,156,052
- Benefits paid
- $2,566,997
- Administrative expenses
- $56,117
- Total expenses
- $2,623,114
- Net increase / (decrease)
- $4,532,938
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $51,204 | not reported in the loaded dataset |
| Matrix Trust Company N.A. | NONE | $0 | $0 |