Plan5500

Iso New England Inc. Master Trust — 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. Master Trust is a benefit plan reported by Iso New England Inc. under EIN 04-3372500 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $163,483,542 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
005
Plan type
4
Location
Holyoke, MA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$163,483,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241009155503NAL0010810115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$163,483,542
Total liabilities (EOY)
$0
Net assets (EOY)
$163,483,542
Net assets (BOY)
$197,748,287

Income & contributions

Total contributions
$0
Total income / additions
$18,012,977

Expenses & distributions

Benefits paid
$0
Administrative expenses
$165,545
Total expenses
$165,545
Net increase / (decrease)
$17,847,432

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slc ManagementNONE$165,545not reported in the loaded dataset2023

Related Form 5500 pages