How many benefit plans does Institute For Supply Management report on Form 5500?

Institute For Supply Management (EIN 13-5265940) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Institute For Supply Management?

The Employer Identification Number (EIN) reported for Institute For Supply Management is 13-5265940.

What is the latest Form 5500 filing year for Institute For Supply Management?

The latest loaded Form 5500 filing year for Institute For Supply Management is 2023.

Institute For Supply Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Institute For Supply Management (EIN 13-5265940) is a plan sponsor located in Tempe, AZ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-5265940
Location: Tempe, AZ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $28,000,800
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $28,000,800

Contributions & income

Employer contributions: $639,921
Participant contributions: $439,321
Total income / additions: $5,163,557

Expenses & distributions

Benefits paid / distributions: $1,650,140
Total expenses: $1,691,935
Net increase / (decrease): $3,471,622

Coverage

Total reported participants: 389
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Institute For Supply Management plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Institute For Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1	001	219	$16,080,018	2023
Institute For Supply Management 403(B) Tda Plan	002	170	$11,920,782	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Institute For Supply Management
Year	Plan	Participants	Schedules	Filing
2023	Institute For Supply Management 403(B) Tda Plan	170	H, C	20250312110807NAL0019016369001
2023	The Institute For Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1	219	H, C	20250312111311NAL0011685923001