2023 Form 5500 filing — English Language Institute In China 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 20240817151632NAL0027122352001) for English Language Institute In China 403(B) Plan, reported by English Language Institute/China under EIN 95-3551085 and plan number 002. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240817151632NAL0027122352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- English Language Institute/China
- EIN
- 95-3551085
- Plan number
- 002
- Location
- Fort Collins, CO
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,584,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,584,902
- Employer contributions
- $181,737
- Participant contributions
- $646,237
- Total income / additions
- $2,772,431
- Benefits paid
- $680,237
- Administrative expenses
- $32,647
- Total expenses
- $712,884
- Net increase / (decrease)
- $2,059,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Services Inc | INVESTMENT ADVISOR | $16,225 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $8,389 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,130 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,758 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $144 | not reported in the loaded dataset |