Iit Research Institute Employees' Tax Sheltered Annuity Plan — Form 5500 plan (Iit Research Institute)
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, Iit Research Institute Employees' Tax Sheltered Annuity Plan is a benefit plan reported by Iit Research Institute under EIN 36-2169122 and plan number 009. The latest loaded filing year is 2023. The filing reports 925 participants and $106,101,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iit Research Institute
- EIN
- 36-2169122
- Plan number
- 009
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 925
- End-of-year plan assets
- $106,101,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 925 | H, C | 20240724111735NAL0008093027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,101,866
- Total liabilities (EOY)
- $5,465
- Net assets (EOY)
- $106,096,401
- Net assets (BOY)
- $100,764,248
Income & contributions
- Employer contributions
- $813,286
- Participant contributions
- $935,978
- Total contributions
- $1,749,264
- Total income / additions
- $17,520,133
Expenses & distributions
- Benefits paid
- $12,125,393
- Administrative expenses
- $62,587
- Total expenses
- $12,187,980
- Net increase / (decrease)
- $5,332,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Planpilot, LLC | INVESTMENT ADVISOR | $40,685 | $0 | 2023 |
| Jmm Cpa Pc | ACCOUNTANT/AUDITOR | $14,000 | $0 | 2023 |
| Law Offices Of Allen T Steinberg | ATTORNEY/LEGAL | $5,700 | $0 | 2023 |
| Strategic Advisors, Inc | ADVISOR | $913 | $0 | 2023 |
| Fascore, LLC | RECORDKEEPER | $180 | $0 | 2023 |
| Fidelity Investments | RECORDKEEPER | -$26,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iit Research Institute
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Planpilot, LLC — Schedule C compensation
- Jmm Cpa Pc — Schedule C compensation
- Law Offices Of Allen T Steinberg — Schedule C compensation
- Strategic Advisors, Inc — Schedule C compensation
- Fascore, LLC — Schedule C compensation
- Fidelity Investments — Schedule C compensation