2023 Form 5500 filing — Society Of Actuaries Research Institute 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 20240913120748NAL0016203920001) for Society Of Actuaries Research Institute 403(B) Retirement Plan, reported by Society Of Actuaries Research Institute under EIN 36-2136422 and plan number 003. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913120748NAL0016203920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Society Of Actuaries Research Institute
- EIN
- 36-2136422
- Plan number
- 003
- Location
- Schaumburg, IL
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,214,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,214,000
- Employer contributions
- $1,841,891
- Participant contributions
- $1,608,388
- Total income / additions
- $11,825,694
- Benefits paid
- $7,685,570
- Administrative expenses
- $89,323
- Total expenses
- $7,774,893
- Net increase / (decrease)
- $4,050,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Ins And Annuity | NONE | $40,378 | $0 |
| Nfp Retirement Inc | NONE | $26,250 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $13,492 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $9,654 | not reported in the loaded dataset |