2023 Form 5500 filing — Integrated Specialty Coverages, LLC 401(K) 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 20241015122307NAL0056104994001) for Integrated Specialty Coverages, LLC 401(K) Plan, reported by Integrated Specialty Coverages, LLC under EIN 83-1871538 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.4MReported net assets$15,412,153
Participants281
Provider compensation$28.7K3 Schedule C row(s)$28,701
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015122307NAL0056104994001
Plan sponsor
Integrated Specialty Coverages, LLC
EIN
83-1871538
Plan number
001
Location
Carlsbad, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$15.4M total assets
Net assets$15.4MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$387.7K
Benefits paid / distributions$387.2K
Contributions
Employer$853.9K
Participant$1.7M
Full reported line items
Total assets (EOY)
$15,412,153
Total liabilities (EOY)
$0
Net assets (EOY)
$15,412,153
Employer contributions
$853,873
Participant contributions
$1,727,511
Total income / additions
$5,222,179
Benefits paid
$387,240
Administrative expenses
$431
Total expenses
$387,671
Net increase / (decrease)
$4,834,508
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $25K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $3.7K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122307NAL0056104994001 cover?
It is the 2023 Form 5500 filing for Integrated Specialty Coverages, LLC 401(K) Plan, reported by Integrated Specialty Coverages, LLC (EIN 83-1871538).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages