Institutional Investor Savings & Investment Plan — Form 5500 plan (Institutional Investor, LLC)
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, Institutional Investor Savings & Investment Plan is a benefit plan reported by Institutional Investor, LLC under EIN 13-2790024 and plan number 003. The latest loaded filing year is 2023. The filing reports 819 participants and $88,994,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institutional Investor, LLC
- EIN
- 13-2790024
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $88,994,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241014170728NAL0053290770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,994,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,994,756
- Net assets (BOY)
- $104,096,626
Income & contributions
- Employer contributions
- $948,706
- Participant contributions
- $3,304,038
- Total contributions
- $4,269,483
- Total income / additions
- $21,188,489
Expenses & distributions
- Benefits paid
- $10,128,119
- Administrative expenses
- $88,713
- Total expenses
- $10,216,832
- Net increase / (decrease)
- $10,971,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $61,645 | not reported in the loaded dataset | 2023 |
| Anchin, Block & Anchin Llp | INVESTMENT ADVISOR | $52,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,809 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$44,241 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Institutional Investor, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs Financial Services Inc — Schedule C compensation
- Anchin, Block & Anchin Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation