2023 Form 5500 filing — Investco Insurance Trust Healthcare Benefits 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 20241009162036NAL0010833795001) for Investco Insurance Trust Healthcare Benefits Plan, reported by Investco Insurance Trust under EIN 91-6318349 and plan number 550. It reports 657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162036NAL0010833795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Investco Insurance Trust
- EIN
- 91-6318349
- Plan number
- 550
- Location
- Sumner, WA
- Participants
- 657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,766,151
- Total liabilities (EOY)
- $45,401
- Net assets (EOY)
- $1,720,750
- Employer contributions
- $4,826,072
- Participant contributions
- $1,942,197
- Total income / additions
- $6,782,747
- Benefits paid
- $6,877,942
- Administrative expenses
- $686,689
- Total expenses
- $7,564,631
- Net increase / (decrease)
- -$781,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hcc Benefits Corp | NONE | $609,561 | $0 |
| Healthcare Management Admin | CONTRACT ADMIN | $334,819 | $0 |