Urban Land Institute 403(B) Plan — Form 5500 plan (Urban Land 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, Urban Land Institute 403(B) Plan is a benefit plan reported by Urban Land Institute under EIN 53-0159845 and plan number 006. The latest loaded filing year is 2023. The filing reports 347 participants and $29,265,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Urban Land Institute
- EIN
- 53-0159845
- Plan number
- 006
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $29,265,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20241011081637NAL0021508609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,265,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,265,838
- Net assets (BOY)
- $26,980,158
Income & contributions
- Employer contributions
- $1,339,236
- Participant contributions
- $2,385,588
- Total contributions
- $3,831,224
- Total income / additions
- $8,222,611
Expenses & distributions
- Benefits paid
- $5,883,406
- Administrative expenses
- $53,525
- Total expenses
- $5,936,931
- Net increase / (decrease)
- $2,285,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,121 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $22,688 | not reported in the loaded dataset | 2023 |
| Admin Partners LLC | CONTRACT ADMIN | $1,716 | not reported in the loaded dataset | 2023 |