2023 Form 5500 filing — Ebix, Inc. Cash Option Profit Sharing 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 20241003104224NAL0019426450001) for Ebix, Inc. Cash Option Profit Sharing Trust, reported by Ebix, Inc. under EIN 77-0021975 and plan number 001. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003104224NAL0019426450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ebix, Inc.
- EIN
- 77-0021975
- Plan number
- 001
- Location
- Johns Creek, GA
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,755,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,755,966
- Employer contributions
- $438,577
- Participant contributions
- $2,298,671
- Total income / additions
- $10,444,134
- Benefits paid
- $3,366,336
- Administrative expenses
- $134,949
- Total expenses
- $3,511,732
- Net increase / (decrease)
- $6,932,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | RETAINED BY EMPLOYER | $71,798 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $63,151 | $0 |