Iaicu Multiple Employer Plan — Form 5500 plan (Iowa Independent Higher Education Research Foundation)
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, Iaicu Multiple Employer Plan is a benefit plan reported by Iowa Independent Higher Education Research Foundation under EIN 42-1420268 and plan number 333. The latest loaded filing year is 2023. The filing reports 5,738 participants and $593,244,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iowa Independent Higher Education Research Foundation
- EIN
- 42-1420268
- Plan number
- 333
- Plan type
- 3
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 5,738
- End-of-year plan assets
- $593,244,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,738 | H, C | 20241014103636NAL0027044977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $593,244,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $593,244,111
- Net assets (BOY)
- $495,982,300
Income & contributions
- Employer contributions
- $6,337,029
- Participant contributions
- $7,836,616
- Total contributions
- $15,471,709
- Total income / additions
- $84,704,279
Expenses & distributions
- Benefits paid
- $50,905,101
- Administrative expenses
- $1,124,183
- Total expenses
- $52,046,958
- Net increase / (decrease)
- $32,657,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | INVESTMENT ADVISOR | $463,106 | not reported in the loaded dataset | 2023 |
| Planpilot, LLC | ADVISOR | $232,293 | not reported in the loaded dataset | 2023 |
| Tiaa | INVESTMENT ADVISOR | $230,580 | $0 | 2023 |
| Pentegra Services, Inc | TPA | $158,210 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $27,668 | not reported in the loaded dataset | 2023 |
| Prm Consulting | ADVISOR | $21,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iowa Independent Higher Education Research Foundation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- Millennium Advisory Services, Inc — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Pentegra Services, Inc — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Prm Consulting — Schedule C compensation