2023 Form 5500 filing — The Institute For Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1
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 20250312111311NAL0011685923001) for The Institute For Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, reported by Institute For Supply Management under EIN 13-5265940 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312111311NAL0011685923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute For Supply Management
- EIN
- 13-5265940
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,080,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,080,018
- Employer contributions
- $639,921
- Total income / additions
- $3,014,866
- Benefits paid
- $1,058,318
- Administrative expenses
- $26,446
- Total expenses
- $1,084,764
- Net increase / (decrease)
- $1,930,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis, Llp | NONE | $10,490 | not reported in the loaded dataset |
| Tiaa | NONE | $6,595 | $0 |
| First Western Trust Bank | NONE | $5,000 | not reported in the loaded dataset |