2023 Form 5500 filing — Iso New England, Inc. Health And 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 20241009154605NAL0038344482001) for Iso New England, Inc. Health And Welfare Plan, reported by Iso New England Inc. under EIN 04-3372500 and plan number 501. It reports 758 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.3MReported net assets$26,309,122
Participants758
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241009154605NAL0038344482001
- Plan sponsor
- Iso New England Inc.
- EIN
- 04-3372500
- Plan number
- 501
- Location
- Holyoke, MA
- 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)$26.3M total assets
Net assets$26.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $26,309,122
- Net assets (EOY)
- $26,309,122
- Employer contributions
- $762,000
- Total income / additions
- $3,687,784
- Benefits paid
- $1,061,687
- Administrative expenses
- $3,558
- Total expenses
- $1,065,245
- Net increase / (decrease)
- $2,622,539