International Foundation Employees Retirement Plan — Form 5500 plan (International Foundation Of Employee Benefit Plans, Inc.)
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, International Foundation Employees Retirement Plan is a benefit plan reported by International Foundation Of Employee Benefit Plans, Inc. under EIN 39-1034021 and plan number 003. The latest loaded filing year is 2023. The filing reports 280 participants and $50,555,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Foundation Of Employee Benefit Plans, Inc.
- EIN
- 39-1034021
- Plan number
- 003
- Plan type
- 2
- Location
- Brookfield, WI
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $50,555,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241015174311NAL0015187187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,555,215
- Total liabilities (EOY)
- $39,019
- Net assets (EOY)
- $50,516,196
- Net assets (BOY)
- $48,627,436
Income & contributions
- Employer contributions
- $910,000
- Total contributions
- $910,000
- Total income / additions
- $5,455,441
Expenses & distributions
- Benefits paid
- $3,160,369
- Administrative expenses
- $406,312
- Total expenses
- $3,566,681
- Net increase / (decrease)
- $1,888,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust | NONE | $29,790 | $0 | 2023 |
| Rvk Inc | NONE | $28,500 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $23,360 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $21,331 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Fund Viii | NONE | $15,315 | $0 | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $14,419 | not reported in the loaded dataset | 2023 |
| Nb Alternatives Advisers, LLC | NONE | $9,845 | $0 | 2023 |
| Shenkman Capital Management | NONE | $9,536 | not reported in the loaded dataset | 2023 |
| United Of Omaha Life Insurance Co | NONE | $8,205 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust C | NONE | $7,081 | $0 | 2023 |
| Mesirow Financial Fund Vi | NONE | $4,494 | $0 | 2023 |
| Blackrock Institutional Trust Compa | NONE | $3,704 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Foundation Of Employee Benefit Plans, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brookfield, WI
- Wellington Trust — Schedule C compensation
- Rvk Inc — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Mesirow Financial Fund Viii — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Nb Alternatives Advisers, LLC — Schedule C compensation
- Shenkman Capital Management — Schedule C compensation
- United Of Omaha Life Insurance Co — Schedule C compensation
- State Street Global Advisor Trust C — Schedule C compensation
- Mesirow Financial Fund Vi — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation