Institute For Supply Management 403(B) Tda Plan — Form 5500 plan (Institute For Supply Management)
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 For Supply Management 403(B) Tda Plan is a benefit plan reported by Institute For Supply Management under EIN 13-5265940 and plan number 002. The latest loaded filing year is 2023. The filing reports 170 participants and $11,920,782 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.9MPlan net assets, end of year$11,920,782
Participants170Covered participants reported
Assets / participant$70.1KComputed: assets ÷ participants$70,122 (computed)
Provider compensation$15.1K2 Schedule C provider row(s)$15,140
- Plan sponsor
- Institute For Supply Management
- EIN
- 13-5265940
- Plan number
- 002
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250312110807NAL0019016369001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.9M total assets
Net assets$11.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,920,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,920,782
- Net assets (BOY)
- $10,379,262
Income & contributions
- Participant contributions
- $439,321
- Total contributions
- $500,544
- Total income / additions
- $2,148,691
Expenses & distributions
- Benefits paid
- $591,822
- Administrative expenses
- $15,140
- Total expenses
- $607,171
- Net increase / (decrease)
- $1,541,520
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis, Llp | NONE | $10,415 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $4,725 | $0 | 2023 |