2023 Form 5500 filing — Iaicu Multiple Employer 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 20241014103636NAL0027044977001) for Iaicu Multiple Employer Plan, reported by Iowa Independent Higher Education Research Foundation under EIN 42-1420268 and plan number 333. It reports 5,738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103636NAL0027044977001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Iowa Independent Higher Education Research Foundation
- EIN
- 42-1420268
- Plan number
- 333
- Location
- West Des Moines, IA
- Participants
- 5,738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $593,244,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $593,244,111
- Employer contributions
- $6,337,029
- Participant contributions
- $7,836,616
- Total income / additions
- $84,704,279
- Benefits paid
- $50,905,101
- Administrative expenses
- $1,124,183
- Total expenses
- $52,046,958
- Net increase / (decrease)
- $32,657,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millennium Advisory Services, Inc | INVESTMENT ADVISOR | $463,106 | not reported in the loaded dataset |
| Planpilot, LLC | ADVISOR | $232,293 | not reported in the loaded dataset |
| Tiaa | INVESTMENT ADVISOR | $230,580 | $0 |
| Pentegra Services, Inc | TPA | $158,210 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | AUDITOR | $27,668 | not reported in the loaded dataset |
| Prm Consulting | ADVISOR | $21,000 | not reported in the loaded dataset |