Plan5500

Iss Action, Inc. Health & Welfare Plan — Form 5500 plan (Iss Action, 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, Iss Action, Inc. Health & Welfare Plan is a benefit plan reported by Iss Action, Inc. under EIN 11-3075292 and plan number 501. The latest loaded filing year is 2023. The filing reports 787 participants and $680,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iss Action, Inc.
EIN
11-3075292
Plan number
501
Plan type
2
Location
Punta Gorda, FL
Latest filing year
2023
Participants
787
End-of-year plan assets
$680,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023787H, C20241007121628NAL0008854931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$680,508
Total liabilities (EOY)
$601,047
Net assets (EOY)
$79,461
Net assets (BOY)
$134,915

Income & contributions

Employer contributions
$3,112,614
Participant contributions
$820,982
Total contributions
$3,933,596
Total income / additions
$3,933,596

Expenses & distributions

Benefits paid
$3,720,587
Administrative expenses
$268,463
Total expenses
$3,989,050
Net increase / (decrease)
-$55,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fce Benefit Administrators, Inc.PLAN SERVICE PROVIDER$205,115$1,9512023
Trust Management ServicesPLAN SERVICE PROVIDER$39,777not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$22,050not reported in the loaded dataset2023

Related Form 5500 pages