Developmental Disabilities Institute, Inc. 403(B) Plan — Form 5500 plan (Developmental Disabilities Institute, 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, Developmental Disabilities Institute, Inc. 403(B) Plan is a benefit plan reported by Developmental Disabilities Institute, Inc. under EIN 11-6077347 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,663 participants and $40,946,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Developmental Disabilities Institute, Inc.
EIN
11-6077347
Plan number
002
Plan type
2
Location
Smithtown, NY
Latest filing year
2023
Participants
3,663
End-of-year plan assets
$40,946,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,663H, C20241015163413NAL0015089555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,946,171
Total liabilities (EOY)
$0
Net assets (EOY)
$40,946,171
Net assets (BOY)
$37,858,114

Income & contributions

Employer contributions
$0
Participant contributions
$1,977,007
Total contributions
$2,073,340
Total income / additions
$7,455,377

Expenses & distributions

Benefits paid
$4,103,924
Administrative expenses
$252,486
Total expenses
$4,367,320
Net increase / (decrease)
$3,088,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co Of AmericaRECORDKEEPER$160,656$02023

Related Form 5500 pages