The 170 Group Insurance Benefits Trust — Form 5500 plan (The 170 Group Insurance Benefits 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, The 170 Group Insurance Benefits Trust is a benefit plan reported by The 170 Group Insurance Benefits Trust under EIN 95-3136353 and plan number 501. The latest loaded filing year is 2023. The filing reports 649 participants and $4,855,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The 170 Group Insurance Benefits Trust
- EIN
- 95-3136353
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $4,855,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20250415144719NAL0003394577005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,855,948
- Total liabilities (EOY)
- $766,041
- Net assets (EOY)
- $4,089,907
- Net assets (BOY)
- $3,191,869
Income & contributions
- Employer contributions
- $9,690,116
- Participant contributions
- $2,324
- Total contributions
- $9,692,440
- Total income / additions
- $9,827,375
Expenses & distributions
- Benefits paid
- $8,602,873
- Administrative expenses
- $326,464
- Total expenses
- $8,929,337
- Net increase / (decrease)
- $898,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Program Administration | NONE | $136,192 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $46,168 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford Rosen | NONE | $36,850 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $34,600 | not reported in the loaded dataset | 2023 |
| National Compliance Services | NONE | $11,822 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $6,133 | $0 | 2023 |
| Ducenta Squared Asset Management | NONE | $5,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The 170 Group Insurance Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefits Program Administration — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Wohlner Kaplon Cutler Halford Rosen — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- National Compliance Services — Schedule C compensation
- Us Bank — Schedule C compensation
- Ducenta Squared Asset Management — Schedule C compensation