Iso New England Inc. Supplemental Retirement And Savings Plan — Form 5500 plan (Iso New England Inc.)
Plain-English plan 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, Iso New England Inc. Supplemental Retirement And Savings Plan is a benefit plan reported by Iso New England Inc. under EIN 04-3372500 and plan number 001. The latest loaded filing year is 2023. The filing reports 762 participants and $275,607,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iso New England Inc.
- EIN
- 04-3372500
- Plan number
- 001
- Plan type
- 2
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 762
- End-of-year plan assets
- $275,607,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 762 | H, C | 20241009160901NAL0019602049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $275,607,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $275,607,628
- Net assets (BOY)
- $231,082,925
Income & contributions
- Employer contributions
- $5,750,583
- Participant contributions
- $9,520,582
- Total contributions
- $15,918,170
- Total income / additions
- $65,061,373
Expenses & distributions
- Benefits paid
- $20,371,468
- Administrative expenses
- $163,673
- Total expenses
- $20,536,670
- Net increase / (decrease)
- $44,524,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $91,973 | $0 | 2023 |
| Cap Financial Partners LLC | CONSULTANT | $71,700 | not reported in the loaded dataset | 2023 |