2023 Form 5500 filing — The Expert Institute Retirement Trust
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 20240725103245NAL0014300145001) for The Expert Institute Retirement Trust, reported by The Expert Institute under EIN 27-3779761 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725103245NAL0014300145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Expert Institute
- EIN
- 27-3779761
- Plan number
- 001
- Location
- New York, NY
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,734,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,734,731
- Employer contributions
- $741,552
- Participant contributions
- $1,519,472
- Total income / additions
- $3,640,138
- Benefits paid
- $984,395
- Administrative expenses
- $50,836
- Total expenses
- $1,035,231
- Net increase / (decrease)
- $2,604,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $25,076 | $0 |
| Park Capital Management LLC | INVESTMENT ADVISOR | $21,649 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,111 | not reported in the loaded dataset |