Insurance Office Of America 401(K) Plan — Form 5500 plan (Insurance Office Of America, 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, Insurance Office Of America 401(K) Plan is a benefit plan reported by Insurance Office Of America, Inc. under EIN 59-2472656 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,435 participants and $69,723,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insurance Office Of America, Inc.
- EIN
- 59-2472656
- Plan number
- 001
- Plan type
- 2
- Location
- Longwood, FL
- Latest filing year
- 2023
- Participants
- 1,435
- End-of-year plan assets
- $69,723,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,435 | H, C | 20250528153751NAL0007199217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,723,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,723,410
- Net assets (BOY)
- $55,403,887
Income & contributions
- Employer contributions
- $1,546,747
- Participant contributions
- $6,944,774
- Total contributions
- $10,553,605
- Total income / additions
- $20,832,045
Expenses & distributions
- Benefits paid
- $6,339,384
- Administrative expenses
- $173,138
- Total expenses
- $6,512,522
- Net increase / (decrease)
- $14,319,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $173,138 | $0 | 2023 |
| Ameriprise Financial Services LLC. | INVESTMENT ADVISORY | $0 | $46,157 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insurance Office Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Longwood, FL
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services LLC. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation