2023 Form 5500 filing — Insurance Organizations' Savings Trust 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 20250911122205NAL0000230547001) for Insurance Organizations' Savings Trust 401(K) Plan, reported by New York Compensation Insurance Rating Board under EIN 13-0594020 and plan number 002. It reports 127 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)$18.9MReported net assets$18,941,586
Participants127
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250911122205NAL0000230547001
Plan sponsor
New York Compensation Insurance Rating Board
EIN
13-0594020
Plan number
002
Location
New York, NY
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)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$539.5K
Participant$793.8K
Full reported line items
Total assets (EOY)
$18,941,586
Total liabilities (EOY)
$0
Net assets (EOY)
$18,941,586
Employer contributions
$539,466
Participant contributions
$793,773
Total income / additions
$3,900,173
Benefits paid
$1,061,912
Administrative expenses
-$8,311
Total expenses
$1,053,601
Net increase / (decrease)
$2,846,572
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct -$8.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250911122205NAL0000230547001 cover?
It is the 2023 Form 5500 filing for Insurance Organizations' Savings Trust 401(K) Plan, reported by New York Compensation Insurance Rating Board (EIN 13-0594020).
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