The Educational & Institutional Co-Op Services, Inc. Savings And Investment Plan — Form 5500 plan (The Educational & Institutional Cooperative Services, Inc.)

Plain-English plan 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, The Educational & Institutional Co-Op Services, Inc. Savings And Investment Plan is a benefit plan reported by The Educational & Institutional Cooperative Services, Inc. under EIN 11-1694595 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $32,919,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Educational & Institutional Cooperative Services, Inc.
EIN
11-1694595
Plan number
002
Plan type
2
Location
Jericho, NY
Latest filing year
2023
Participants
134
End-of-year plan assets
$32,919,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241008153248NAL0029102000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,919,206
Total liabilities (EOY)
$4
Net assets (EOY)
$32,919,202
Net assets (BOY)
$27,659,419

Income & contributions

Employer contributions
$1,289,450
Participant contributions
$1,642,132
Total contributions
$2,931,582
Total income / additions
$7,612,825

Expenses & distributions

Benefits paid
$2,351,104
Administrative expenses
$1,938
Total expenses
$2,353,042
Net increase / (decrease)
$5,259,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,938$02023

Related Form 5500 pages