Plan5500

The Health And Welfare Benefit Plan Of Indiana Historical Society, Inc. — Form 5500 plan (Indiana Historical Society, 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, The Health And Welfare Benefit Plan Of Indiana Historical Society, Inc. is a benefit plan reported by Indiana Historical Society, Inc. under EIN 35-0876384 and plan number 501. The latest loaded filing year is 2023. The filing reports 48 participants and $81,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indiana Historical Society, Inc.
EIN
35-0876384
Plan number
501
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
48
End-of-year plan assets
$81,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202348I, C20240708085854NAL0024260450001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$81,615
Total liabilities (EOY)
$237,024
Net assets (EOY)
-$155,409
Net assets (BOY)
$65,715

Income & contributions

Employer contributions
$552,297
Participant contributions
$101,449
Total income / additions
$665,408

Expenses & distributions

Benefits paid
$530,991
Administrative expenses
$25,881
Total expenses
$886,532
Net increase / (decrease)
-$221,124

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acs Benefit Services, LLCADMIN$25,881not reported in the loaded dataset2023
Gallagher Benefits Services (Bh PreBROKER$19,982not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$12,275not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,060not reported in the loaded dataset2023

Related Form 5500 pages