Urban Land Institute Group Benefit 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 Group Benefit Plan is a benefit plan reported by Urban Land Institute under EIN 53-0159845 and plan number 502. The latest loaded filing year is 2023. The filing reports 159 participants and $144,777 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
- 502
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $144,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241011083116NAL0038200992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,777
- Net assets (BOY)
- $39,570
Income & contributions
- Employer contributions
- $3,098,384
- Participant contributions
- $464,567
- Total contributions
- $3,583,516
- Total income / additions
- $3,584,720
Expenses & distributions
- Benefits paid
- $3,231,357
- Administrative expenses
- $248,156
- Total expenses
- $3,479,513
- Net increase / (decrease)
- $105,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Administrators | CONTRACT ADMINISTRATOR | $228,821 | not reported in the loaded dataset | 2023 |
| The Meltzer Group Inc | BROKER | $94,263 | $0 | 2023 |