2023 Form 5500 filing — The Urban Institute 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 20241015151833NAL0028907057002) for The Urban Institute Retirement Plan, reported by The Urban Institute under EIN 52-0880375 and plan number 001. It reports 1,859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151833NAL0028907057002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Urban Institute
- EIN
- 52-0880375
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 1,859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $296,249,382
- Net assets (EOY)
- $296,249,382
- Employer contributions
- $5,733,005
- Participant contributions
- $6,337,861
- Total income / additions
- $54,886,628
- Benefits paid
- $18,656,818
- Administrative expenses
- $260,204
- Total expenses
- $18,939,447
- Net increase / (decrease)
- $35,947,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $185,844 | $0 |
| Mercer | INVESTMENT ADVISOR | $54,360 | not reported in the loaded dataset |
| Bdo Usa, P.C. | AUDITOR | $20,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |