401(k)
2022 plan-year 401(k) DOL Form 5500

Insurance Technologies 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Insurance Technologies, LLC · Colorado · Professional & Technical Services

What the 2023 filing shows

Insurance Technologies 401(k) Savings Plan holds $23M for 179 participants — about $128,923 per participant, down 17.7% over the 2022 plan year.

$23M
total plan assets (2022 EOY)
179
covered participants
$128,923
avg assets per participant
-17.7%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$23M
Participants
179
State
Industry
Professional & Technical Services

What the Filing Says About Insurance Technologies 401(k) Savings Plan

Insurance Technologies 401(k) Savings Plan is a 401(k) retirement plan sponsored by Insurance Technologies, LLC, headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 179 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 203587415, and the plan has been effective since 1997-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $23M at year-end — a decline of 17.7%. Net assets (after liabilities) closed the year at $23M, with reported net income of $-4,946,483 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$-4,946,483
Plan Type401(k)
Employer EIN203587415
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurance Technologies, LLC)

Year Plans Participants Total Assets
2022 1 179 $23M
2023 1 190 $27M
2024 1 171 $25M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Insurance Technologies 401(k) Savings Plan?
As of the 2022 Form 5500 filing, Insurance Technologies 401(k) Savings Plan holds $23M in total assets with 179 participants. It is sponsored by Insurance Technologies, LLC.
What type of plan is Insurance Technologies 401(k) Savings Plan?
Insurance Technologies 401(k) Savings Plan is a 401(k) plan. It has been effective since 1997-03-01. The plan is filed with the U.S. Department of Labor under EIN 203587415.
Who sponsors the Insurance Technologies 401(k) Savings Plan?
Insurance Technologies 401(k) Savings Plan is sponsored by Insurance Technologies, LLC, located in Colorado. The sponsor's EIN is 203587415 and the plan operates in the Professional & Technical Services industry.
How did Insurance Technologies 401(k) Savings Plan perform in 2022?
Insurance Technologies 401(k) Savings Plan declined by 17.7% during 2022, moving from $28M to $23M in total assets. Net income was $-4,946,483.
Where can I find official filings for Insurance Technologies 401(k) Savings Plan?
Official Form 5500 filings for Insurance Technologies 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203587415 or plan name at efast.dol.gov.
How does Insurance Technologies 401(k) Savings Plan compare to other plans?
You can compare Insurance Technologies 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 203587415.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.