form5500lookup

Form 5500 · Retirement plan · INDIANAPOLIS, IN

INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC

The filing calls this plan ICI MULTIPLE EMPLOYER PLAN.

INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC of INDIANAPOLIS, IN's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Insurance company
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0901001 · plan 333 · plan year 2024, filed Oct 7, 2025

Participants at the start of the year
5,423
Contracts on file
2
Contract value
$118,771,674
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with LINCOLN-APS.

The contracts held $118,771,674 at the end of the plan year, as reported on Schedule A.

$1,190 in agent commissions is disclosed across the contracts; LINCOLN FINANCIAL ADVISORS is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
LINCOLN-APSAnnuity / GIC21December$70,442$1,190
TIAA-CREFAnnuity / GIC3,524December$118,701,232$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PENTEGRA SERVICES, INC.
EIN 13-3745616
MILLENIUM ADVISORY SVCS, INC
INVESTMENT ADVISOR · EIN 54-2020086
$509,592
paid directly by the plan
PLANPILOT
PLAN INVESTMENT ADVISOR · EIN 45-4168388
$199,245
paid directly by the plan
PENTEGRA SERVICES, INC
Plan administrator · EIN 13-3745616
$165,488
paid directly by the plan
TIAA
Contract administrator · EIN 13-1624203
$139,713
paid directly by the plan
CLIFTON LARSON ALLEN LLP
Plan administrator · EIN 41-0746749
$29,815
paid directly by the plan
PRM CONSULTING INC
CONSULTING · EIN 52-2156813
$27,000
paid directly by the plan
LAW OFFICES OF ALLEN T STEINBERG PC
ATTORNEY · EIN 20-5657685
$12,756
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$480,618,778
Paid out in benefits
$41,819,094
Participants at the start of the year
5,423
Participants with account balances
5,449

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

More employer plans in Indiana — largest plans, brokers, carriers and renewal months.