2023 Form 5500 filing — Insurance Company Supported Organizations Group Health & Welfare 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 20241008154506NAL0017910257001) for Insurance Company Supported Organizations Group Health & Welfare Plan, reported by The Board Of Trustees Of The Icso Group Health & Welfare Plan under EIN 23-7258552 and plan number 501. It reports 1,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154506NAL0017910257001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Board Of Trustees Of The Icso Group Health & Welfare Plan
- EIN
- 23-7258552
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 1,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,610,769
- Total liabilities (EOY)
- $2,880,478
- Net assets (EOY)
- $1,730,291
- Employer contributions
- $12,577,043
- Participant contributions
- $299,684
- Total income / additions
- $12,938,652
- Benefits paid
- $12,120,551
- Administrative expenses
- $482,618
- Total expenses
- $12,603,169
- Net increase / (decrease)
- $335,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Namic Insurance Agency | NONE | $228,370 | $0 |
| Mcgowan Insurance Group, LLC | NONE | $56,030 | $0 |
| Doug Jensen | NONE | $27,275 | not reported in the loaded dataset |
| Pnc Bank Na | NONE | $21,421 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $20,750 | not reported in the loaded dataset |
| The Segal Company | NONE | $17,750 | not reported in the loaded dataset |
| Benefit Resources Fsa | NONE | $14,829 | not reported in the loaded dataset |
| Extend Health, Inc | NONE | $14,452 | not reported in the loaded dataset |
| Icso Human Resources Assoctn Inc. | NONE | $6,500 | not reported in the loaded dataset |