2023 Form 5500 filing — Icare 401(K) Plan And Trust Agreement
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 20241014091820NAL0014689891001) for Icare 401(K) Plan And Trust Agreement, reported by Icare Management, LLC under EIN 91-2089152 and plan number 003. It reports 1,969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091820NAL0014689891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Icare Management, LLC
- EIN
- 91-2089152
- Plan number
- 003
- Location
- Manchester, CT
- Participants
- 1,969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,257,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,257,385
- Employer contributions
- $708,808
- Participant contributions
- $2,074,233
- Total income / additions
- $5,927,913
- Benefits paid
- $2,143,214
- Administrative expenses
- $128,168
- Total expenses
- $2,309,178
- Net increase / (decrease)
- $3,618,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $102,289 | $0 |
| Fiducient Advisors | INVESTMENT ADVISOR | $22,614 | not reported in the loaded dataset |
| Pension Consultants, Inc. | THIRD PARTY ADMIN | $3,985 | $8,471 |