Institute Of International Education 403(B) Retirement Plan — Form 5500 plan (Institute Of International Education, 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, Institute Of International Education 403(B) Retirement Plan is a benefit plan reported by Institute Of International Education, Inc. under EIN 13-1624046 and plan number 015. The latest loaded filing year is 2023. The filing reports 1,488 participants and $123,248,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Institute Of International Education, Inc.
EIN
13-1624046
Plan number
015
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,488
End-of-year plan assets
$123,248,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,488H, C20240729102146NAL0018667217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$123,248,730
Total liabilities (EOY)
$0
Net assets (EOY)
$123,248,730
Net assets (BOY)
$100,403,103

Income & contributions

Employer contributions
$3,820,054
Participant contributions
$3,053,685
Total contributions
$7,174,138
Total income / additions
$26,956,073

Expenses & distributions

Benefits paid
$4,025,268
Administrative expenses
$85,137
Total expenses
$4,110,446
Net increase / (decrease)
$22,845,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investment InstitutionalRECORDKEEPER$85,047$02023
Transamerica Retirement SolutionsRECORDKEEPER$90$02023

Related Form 5500 pages