2023 Form 5500 filing — Ida Insurance 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 20241011213836NAL0011370147001) for Ida Insurance Trust, reported by Ida Insurance Trust under EIN 46-6963429 and plan number 501. It reports 3,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011213836NAL0011370147001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ida Insurance Trust
- EIN
- 46-6963429
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 3,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,655,658
- Total liabilities (EOY)
- $3,288,391
- Net assets (EOY)
- $9,367,267
- Employer contributions
- $12,664,249
- Total income / additions
- $13,523,314
- Benefits paid
- $14,397,535
- Administrative expenses
- $2,078,626
- Total expenses
- $16,476,161
- Net increase / (decrease)
- -$2,952,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | SERVICE PROVIDER | $1,404,427 | not reported in the loaded dataset |
| Ida Insurance Service | ADMIN & MARKETING SERVIC | $248,041 | not reported in the loaded dataset |
| Epiphanyrx | PRESCRIPTION BENEFIT ADM | $195,436 | not reported in the loaded dataset |
| Empyrean Benefit Solutions Inc | SERVICE PROVIDER | $170,498 | not reported in the loaded dataset |
| Risk Strategies Consulting | CONSULTING | $87,505 | not reported in the loaded dataset |
| Nonprofit Financial Solutions Pc | SERVICE PROVIDER | $72,305 | not reported in the loaded dataset |
| Brown & Brown Of Indiana Inc | SERVICE PROVIDER | $61,369 | not reported in the loaded dataset |
| Barnes & Thornburg | NONE | $52,000 | not reported in the loaded dataset |
| Jonathan Mayo | NONE | $41,250 | not reported in the loaded dataset |
| Bose Mckinney & Evans Llp | LEGAL | $34,220 | not reported in the loaded dataset |
| Brady Ware & Schoenfeld Inc | AUDIT/TAX SERVICES | $18,090 | not reported in the loaded dataset |
| First Stop Health LLC | MEDICAL | $17,062 | not reported in the loaded dataset |