Isabella Bank Corporation Employee Retirement Plan — Form 5500 plan (Isabella Bank Corporation)

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, Isabella Bank Corporation Employee Retirement Plan is a benefit plan reported by Isabella Bank Corporation under EIN 38-2830092 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $7,047,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Isabella Bank Corporation
EIN
38-2830092
Plan number
001
Plan type
2
Location
Mt. Pleasant, MI
Latest filing year
2023
Participants
198
End-of-year plan assets
$7,047,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20240726104055NAL0024215488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,047,874
Total liabilities (EOY)
$0
Net assets (EOY)
$7,047,874
Net assets (BOY)
$6,575,344

Income & contributions

Total contributions
$0
Total income / additions
$901,223

Expenses & distributions

Benefits paid
$343,890
Administrative expenses
$84,803
Total expenses
$428,693
Net increase / (decrease)
$472,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services Inc.INVESTMENT ADVISOR$84,803not reported in the loaded dataset2023

Related Form 5500 pages