American Institutes For Research Retirement Plan — Form 5500 plan (Amer. Inst. For Research In The Behavioral Sciences)

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, American Institutes For Research Retirement Plan is a benefit plan reported by Amer. Inst. For Research In The Behavioral Sciences under EIN 25-0965219 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,812 participants and $251,915,794 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amer. Inst. For Research In The Behavioral Sciences
EIN
25-0965219
Plan number
001
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
3,812
End-of-year plan assets
$251,915,794

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,812H, C20241015153247NAL0028945745002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$251,915,794
Net assets (EOY)
$251,915,794
Net assets (BOY)
$230,010,107

Income & contributions

Total income / additions
$34,488,899

Expenses & distributions

Benefits paid
$12,567,362
Administrative expenses
$17,318
Total expenses
$12,584,680
Net increase / (decrease)
$21,904,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ivins, Phillips & BarkerSERVICE PROVIDER$11,129not reported in the loaded dataset2023

Related Form 5500 pages