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 Institute For Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 is a benefit plan reported by Institute For Supply Management under EIN 13-5265940 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $16,080,018 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,080,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,080,018
- Net assets (BOY)
- $14,149,916
Income & contributions
- Employer contributions
- $639,921
- Total contributions
- $639,921
- Total income / additions
- $3,014,866
Expenses & distributions
- Benefits paid
- $1,058,318
- Administrative expenses
- $26,446
- Total expenses
- $1,084,764
- Net increase / (decrease)
- $1,930,102