Investco Insurance Trust Healthcare Benefits Plan — Form 5500 plan (Investco Insurance Trust)
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, Investco Insurance Trust Healthcare Benefits Plan is a benefit plan reported by Investco Insurance Trust under EIN 91-6318349 and plan number 550. The latest loaded filing year is 2023. The filing reports 657 participants and $1,766,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Investco Insurance Trust
- EIN
- 91-6318349
- Plan number
- 550
- Plan type
- 2
- Location
- Sumner, WA
- Latest filing year
- 2023
- Participants
- 657
- End-of-year plan assets
- $1,766,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 657 | H, C | 20241009162036NAL0010833795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,766,151
- Total liabilities (EOY)
- $45,401
- Net assets (EOY)
- $1,720,750
- Net assets (BOY)
- $2,502,634
Income & contributions
- Employer contributions
- $4,826,072
- Participant contributions
- $1,942,197
- Total contributions
- $6,768,269
- Total income / additions
- $6,782,747
Expenses & distributions
- Benefits paid
- $6,877,942
- Administrative expenses
- $686,689
- Total expenses
- $7,564,631
- Net increase / (decrease)
- -$781,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hcc Benefits Corp | NONE | $609,561 | $0 | 2023 |
| Healthcare Management Admin | CONTRACT ADMIN | $334,819 | $0 | 2023 |