Center On Budget And Policy Priorities 403(B) Retirement Plan — Form 5500 plan (Center On Budget And Policy Priorities)
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, Center On Budget And Policy Priorities 403(B) Retirement Plan is a benefit plan reported by Center On Budget And Policy Priorities under EIN 52-1234565 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $55,588,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Center On Budget And Policy Priorities
- EIN
- 52-1234565
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $55,588,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241015154810NAL0016795555005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,588,074
- Net assets (EOY)
- $55,588,074
- Net assets (BOY)
- $46,829,708
Income & contributions
- Employer contributions
- $1,143,249
- Participant contributions
- $1,343,979
- Total contributions
- $2,634,902
- Total income / additions
- $10,690,341
Expenses & distributions
- Benefits paid
- $1,838,762
- Administrative expenses
- $57,056
- Total expenses
- $1,931,975
- Net increase / (decrease)
- $8,758,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | not reported in the loaded dataset | $45,534 | $0 | 2023 |
| Rocaton Investment Advisors | not reported in the loaded dataset | $11,522 | not reported in the loaded dataset | 2023 |