2023 Form 5500 filing — International Institute Of New England 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717163524NAL0007869408001) for International Institute Of New England 403(B) Plan, reported by International Institute Of New England, Inc. under EIN 04-2104325 and plan number 002. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717163524NAL0007869408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Institute Of New England, Inc.
- EIN
- 04-2104325
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,126,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,126,589
- Employer contributions
- $163,566
- Participant contributions
- $393,898
- Total income / additions
- $1,406,225
- Benefits paid
- $100,745
- Administrative expenses
- $2,593
- Total expenses
- $103,338
- Net increase / (decrease)
- $1,302,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Research Management Company | RECORDKEEPER | $2,593 | $0 |
| Northwestern Mutual Investment Serv | NONE | $0 | $0 |