2023 Form 5500 filing — Illinois Education Association Professional Staff 401(K) 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 20241015072729NAL0046908208001) for Illinois Education Association Professional Staff 401(K) Plan, reported by Illinois Education Association under EIN 37-0343490 and plan number 003. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072729NAL0046908208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Illinois Education Association
- EIN
- 37-0343490
- Plan number
- 003
- Location
- Springfield, IL
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,391,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,391,582
- Employer contributions
- $547,187
- Participant contributions
- $809,939
- Total income / additions
- $5,623,031
- Benefits paid
- $1,961,354
- Administrative expenses
- $55,327
- Total expenses
- $2,016,681
- Net increase / (decrease)
- $3,606,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $28,660 | $0 |
| Global Retirement Partners, LLC | NONE | $26,370 | not reported in the loaded dataset |