International Sos And The International Sos Group Of Companies 401(K) Plan — Form 5500 plan (International Sos Assistance, 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, International Sos And The International Sos Group Of Companies 401(K) Plan is a benefit plan reported by International Sos Assistance, Inc. under EIN 91-1501877 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,559 participants and $79,223,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
International Sos Assistance, Inc.
EIN
91-1501877
Plan number
001
Plan type
2
Location
Trevose, PA
Latest filing year
2023
Participants
1,559
End-of-year plan assets
$79,223,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,559H, C20241015141151NAL0029928129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,223,425
Total liabilities (EOY)
$0
Net assets (EOY)
$79,223,425
Net assets (BOY)
$67,816,395

Income & contributions

Employer contributions
$2,051,207
Participant contributions
$5,651,428
Total contributions
$8,139,854
Total income / additions
$19,958,612

Expenses & distributions

Benefits paid
$7,988,276
Administrative expenses
$44,806
Total expenses
$8,034,078
Net increase / (decrease)
$11,924,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,805$02023
Sagepoint FinancialINVESTMENT ADVISORY$0$41,3322023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages