The Urban Institute — 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, The Urban Institute (EIN 52-0880375) is a plan sponsor located in Washington, DC with 10 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
- 52-0880375
- Location
- Washington, DC
- Loaded plans
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $296,249,382
- Total reported net assets (EOY)
- $296,249,382
Contributions & income
- Employer contributions
- $5,733,005
- Participant contributions
- $6,337,861
- Total income / additions
- $54,886,628
Expenses & distributions
- Benefits paid / distributions
- $18,656,818
- Total expenses
- $18,939,447
- Net increase / (decrease)
- $35,947,181
Coverage
- Total reported participants
- 6,165
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Urban Institute Retirement Plan | 001 | 1,859 | $296,249,382 | 2023 |
| The Urban Institute Health Plan | 506 | 680 | not reported in the loaded dataset | 2023 |
| Travel Accident Plan | 505 | 617 | not reported in the loaded dataset | 2023 |
| Long-Term Disability Plan | 504 | 577 | not reported in the loaded dataset | 2023 |
| Life Insurance Plan | 502 | 577 | not reported in the loaded dataset | 2023 |
| Accidental Death & Dismemberment Plan | 503 | 577 | not reported in the loaded dataset | 2023 |
| Dental Insurance Plan | 516 | 443 | not reported in the loaded dataset | 2023 |
| Vision Insurance Plan | 518 | 441 | not reported in the loaded dataset | 2023 |
| The Urban Institute Flexible Spending Account Plan | 512 | 288 | not reported in the loaded dataset | 2023 |
| Group Legal Plan | 519 | 106 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Urban Institute Retirement Plan | 1,859 | H, C | 20241015151833NAL0028907057002 |
| 2023 | Accidental Death & Dismemberment Plan | 577 | — | 20260115163603NAL0016609041001 |
| 2023 | Dental Insurance Plan | 443 | — | 20260115163846NAL0022598560001 |
| 2023 | Group Legal Plan | 106 | — | 20260115164105NAL0022602080001 |
| 2023 | Life Insurance Plan | 577 | — | 20260115164251NAL0018903104001 |
| 2023 | Long-Term Disability Plan | 577 | — | 20260115164518NAL0006902883001 |
| 2023 | The Urban Institute Flexible Spending Account Plan | 288 | — | 20260115164716NAL0006903555001 |
| 2023 | The Urban Institute Health Plan | 680 | — | 20260115165005NAL0032716434001 |