2023 Form 5500 filing — Ieee, Inc. Savings And Investment 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 20241011120151NAL0010893859001) for Ieee, Inc. Savings And Investment Plan, reported by The Institute Of Electrical And Electronics Engineers,Inc. under EIN 13-1656633 and plan number 003. It reports 1,589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120151NAL0010893859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Institute Of Electrical And Electronics Engineers,Inc.
- EIN
- 13-1656633
- Plan number
- 003
- Location
- Piscataway, NJ
- Participants
- 1,589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $551,666,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $551,666,528
- Employer contributions
- $18,625,211
- Participant contributions
- $14,422,981
- Total income / additions
- $117,375,239
- Benefits paid
- $38,728,198
- Administrative expenses
- $72,535
- Total expenses
- $38,800,733
- Net increase / (decrease)
- $78,574,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $72,751 | $0 |
| Charles Schwab & Co., Inc. | NONE | $158 | $0 |