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 20250917135106NAL0000415057001) for Insurance Organizations' Savings Trust 401(K) Plan, reported by Commonwealth Automobile Reinsurers under EIN 04-2572141 and plan number 002. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.3MReported net assets$26,277,061
Participants71
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250917135106NAL0000415057001
Plan sponsor
Commonwealth Automobile Reinsurers
EIN
04-2572141
Plan number
002
Location
Boston, MA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.3M total assets
Net assets$26.3MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$48.4K
Participant$564.1K
Full reported line items
Total assets (EOY)
$26,277,061
Total liabilities (EOY)
$0
Net assets (EOY)
$26,277,061
Employer contributions
$48,390
Participant contributions
$564,145
Total income / additions
$4,439,916
Benefits paid
$1,749,598
Administrative expenses
-$18,310
Total expenses
$1,731,288
Net increase / (decrease)
$2,708,628

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250917135106NAL0000415057001 cover?
It is the 2023 Form 5500 filing for Insurance Organizations' Savings Trust 401(K) Plan, reported by Commonwealth Automobile Reinsurers (EIN 04-2572141).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages