Plan5500

2023 Form 5500 filing — Independent School Collaborative 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 20241113094942NAL0017136609001) for Independent School Collaborative Multiple Employer Plan, reported by Independent School Collaborative under EIN 88-3645602 and plan number 333. It reports 4,236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241113094942NAL0017136609001
Filing year
2023
Form type
3
Plan sponsor
Independent School Collaborative
EIN
88-3645602
Plan number
333
Location
Greensboro, NC
Participants
4,236
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$280,567,748
Total liabilities (EOY)
$0
Net assets (EOY)
$280,567,748
Employer contributions
$2,634,298
Participant contributions
$4,652,453
Total income / additions
$30,930,303
Benefits paid
$9,151,848
Administrative expenses
$183,454
Total expenses
$9,335,302
Net increase / (decrease)
$21,595,001
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mcguire WoodsADVISOR$37,583not reported in the loaded dataset
Lpl FinancialADVISOR$32,810not reported in the loaded dataset
Independent School CollaborativeCONSULTING$30,387not reported in the loaded dataset
Tiaa-Teachers Insurance And AnnuityINVESTMENT ADVISOR$20,207$0
Pentegra Services, IncADMINISTRATOR$16,599not reported in the loaded dataset
Nc Assoc Of Independent SchoolsCONSULTING$8,619not reported in the loaded dataset

Related Form 5500 pages