Iowa Bankers Benefit Plan — Form 5500 plan (Iowa Bankers Benefit Plan Board Of Trustees)
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, Iowa Bankers Benefit Plan is a benefit plan reported by Iowa Bankers Benefit Plan Board Of Trustees under EIN 42-1122086 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,489 participants and $101,059,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iowa Bankers Benefit Plan Board Of Trustees
- EIN
- 42-1122086
- Plan number
- 501
- Plan type
- 3
- Location
- Johnston, IA
- Latest filing year
- 2023
- Participants
- 14,489
- End-of-year plan assets
- $101,059,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,489 | H, C | 20240820103948NAL0002533425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,059,666
- Total liabilities (EOY)
- $24,341,486
- Net assets (EOY)
- $76,718,180
- Net assets (BOY)
- $54,856,003
Income & contributions
- Employer contributions
- $164,443,535
- Total contributions
- $164,443,535
- Total income / additions
- $170,062,999
Expenses & distributions
- Benefits paid
- $140,877,471
- Administrative expenses
- $7,323,351
- Total expenses
- $148,200,822
- Net increase / (decrease)
- $21,862,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark Blue Cross Blue Shield | NONE | $5,428,779 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Iowa | NONE | $456,929 | not reported in the loaded dataset | 2023 |
| Donaldson Capital Management | NONE | $93,289 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $83,680 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Bral Niedert Private Wealth Advisor | NONE | $55,018 | not reported in the loaded dataset | 2023 |
| Dentons Davis, Brown, Koehn Law Fir | NONE | $7,968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iowa Bankers Benefit Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Johnston, IA
- Wellmark Blue Cross Blue Shield — Schedule C compensation
- Delta Dental Of Iowa — Schedule C compensation
- Donaldson Capital Management — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Milliman — Schedule C compensation
- Bral Niedert Private Wealth Advisor — Schedule C compensation
- Dentons Davis, Brown, Koehn Law Fir — Schedule C compensation