Plan5500

Concepts Of Independence, Inc. Supplemental Retirement Plan — Form 5500 plan (Concepts Of Independence, 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, Concepts Of Independence, Inc. Supplemental Retirement Plan is a benefit plan reported by Concepts Of Independence, Inc. under EIN 51-0239824 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,150 participants and $12,032,064 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12MPlan net assets, end of year$12,002,915
Participants2.1KCovered participants reported2,150
Assets / participant$5.6KComputed: assets ÷ participants$5,596 (computed)
Provider compensation$104.3K1 Schedule C provider row(s)$104,333
Plan sponsor
Concepts Of Independence, Inc.
EIN
51-0239824
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,150 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$29.1K
Money in vs. money out
Total income / additions$5M
Total expenses$616.8K
Benefits paid / distributions$455.9K
Contributions
Employer$4.1M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$12,032,064
Total liabilities (EOY)
$29,149
Net assets (EOY)
$12,002,915
Net assets (BOY)
$7,581,073

Income & contributions

Employer contributions
$4,056,350
Participant contributions
$0
Total contributions
$4,056,350
Total income / additions
$5,038,687

Expenses & distributions

Benefits paid
$455,913
Administrative expenses
$160,932
Total expenses
$616,845
Net increase / (decrease)
$4,421,842
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Life & Annuity Insurance Co$104.3K
    RECORDKEEPER · Direct $104.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Concepts Of Independence, Inc. Supplemental Retirement Plan?
Concepts Of Independence, Inc. Supplemental Retirement Plan is reported as sponsored by Concepts Of Independence, Inc. (EIN 51-0239824, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Concepts Of Independence, Inc. Supplemental Retirement Plan?
The latest Form 5500 filing year loaded for Concepts Of Independence, Inc. Supplemental Retirement Plan is 2023.
How many participants does Concepts Of Independence, Inc. Supplemental Retirement Plan report?
Concepts Of Independence, Inc. Supplemental Retirement Plan reports 2,150 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Concepts Of Independence, Inc. Supplemental Retirement Plan?
Concepts Of Independence, Inc. Supplemental Retirement Plan reports $12,032,064 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages