2023 Form 5500 filing — Institute Of International Education 403(B) Retirement 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 20240729102146NAL0018667217001) for Institute Of International Education 403(B) Retirement Plan, reported by Institute Of International Education, Inc. under EIN 13-1624046 and plan number 015. It reports 1,488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729102146NAL0018667217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute Of International Education, Inc.
- EIN
- 13-1624046
- Plan number
- 015
- Location
- New York, NY
- Participants
- 1,488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,248,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,248,730
- Employer contributions
- $3,820,054
- Participant contributions
- $3,053,685
- Total income / additions
- $26,956,073
- Benefits paid
- $4,025,268
- Administrative expenses
- $85,137
- Total expenses
- $4,110,446
- Net increase / (decrease)
- $22,845,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investment Institutional | RECORDKEEPER | $85,047 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $90 | $0 |