Illinois Institute Of Technology Tax Deferred Annuity Plan — Form 5500 plan (Illinois Institute Of Technology)
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, Illinois Institute Of Technology Tax Deferred Annuity Plan is a benefit plan reported by Illinois Institute Of Technology under EIN 36-2170136 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,731 participants and $555,493,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illinois Institute Of Technology
- EIN
- 36-2170136
- Plan number
- 005
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,731
- End-of-year plan assets
- $555,493,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,731 | H, C | 20241015151847NAL0014945251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $555,493,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $555,493,518
- Net assets (BOY)
- $506,188,791
Income & contributions
- Employer contributions
- $2,486,940
- Participant contributions
- $8,065,104
- Total contributions
- $12,164,437
- Total income / additions
- $92,452,448
Expenses & distributions
- Benefits paid
- $42,982,622
- Administrative expenses
- $165,099
- Total expenses
- $43,147,721
- Net increase / (decrease)
- $49,304,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors, LLC | NONE | $108,889 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $41,045 | $0 | 2023 |
| Tiaa | NONE | $8,161 | $0 | 2023 |
| Fascore, LLC | RECORDKEEPER | $233 | $0 | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $182 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Illinois Institute Of Technology
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Fiducient Advisors, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Tiaa — Schedule C compensation
- Fascore, LLC — Schedule C compensation
- Mutual Of America Investment Corp — Schedule C compensation