2023 Form 5500 filing — The 170 Group Insurance Benefits 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 20250415144719NAL0003394577005) for The 170 Group Insurance Benefits Trust, reported by The 170 Group Insurance Benefits Trust under EIN 95-3136353 and plan number 501. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415144719NAL0003394577005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The 170 Group Insurance Benefits Trust
- EIN
- 95-3136353
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,855,948
- Total liabilities (EOY)
- $766,041
- Net assets (EOY)
- $4,089,907
- Employer contributions
- $9,690,116
- Participant contributions
- $2,324
- Total income / additions
- $9,827,375
- Benefits paid
- $8,602,873
- Administrative expenses
- $326,464
- Total expenses
- $8,929,337
- Net increase / (decrease)
- $898,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Program Administration | NONE | $136,192 | not reported in the loaded dataset |
| Rael & Letson | NONE | $46,168 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford Rosen | NONE | $36,850 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $34,600 | not reported in the loaded dataset |
| National Compliance Services | NONE | $11,822 | not reported in the loaded dataset |
| Us Bank | NONE | $6,133 | $0 |
| Ducenta Squared Asset Management | NONE | $5,833 | not reported in the loaded dataset |