2023 Form 5500 filing — Iowa State Education Association Employees' Pension 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 20250609103625NAL0012216371001) for Iowa State Education Association Employees' Pension Trust, reported by Iowa State Education Association under EIN 42-0335775 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609103625NAL0012216371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iowa State Education Association
- EIN
- 42-0335775
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,159,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,159,644
- Employer contributions
- $1,349,864
- Total income / additions
- $4,308,313
- Benefits paid
- $3,077,772
- Administrative expenses
- $145,196
- Total expenses
- $3,222,968
- Net increase / (decrease)
- $1,085,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advance Capital Group, Inc. | NONE | $90,974 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $25,885 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $11,221 | not reported in the loaded dataset |
| Smith & Howard, Pc | NONE | $5,500 | not reported in the loaded dataset |