2023 Form 5500 filing — Institute For Defense Analyses Tax Deferred Annuity 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 20241122102650NAL0001019155001) for Institute For Defense Analyses Tax Deferred Annuity Plan, reported by Institute For Defense Analyses under EIN 53-0233247 and plan number 002. It reports 2,861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122102650NAL0001019155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute For Defense Analyses
- EIN
- 53-0233247
- Plan number
- 002
- Location
- Alexandria, VA
- Participants
- 2,861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $801,043,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $801,043,955
- Participant contributions
- $22,812,913
- Total income / additions
- $138,146,935
- Benefits paid
- $56,122,045
- Administrative expenses
- $317,706
- Total expenses
- $56,439,751
- Net increase / (decrease)
- $81,707,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | RECORDKEEPER | $88,621 | $0 |
| Multnomah Group | INVESTMENT ADVISOR | $83,025 | not reported in the loaded dataset |
| Vanguard Group Inc | RECORDKEEPER | $78,521 | not reported in the loaded dataset |
| Sc&H Attest Services, P.C. | AUDITOR | $54,782 | not reported in the loaded dataset |
| Hutton Andrews Kurth | LEGAL | $10,627 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $739 | $0 |