Instil Bio Retirement Plan — Form 5500 plan (Instil Bio, 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, Instil Bio Retirement Plan is a benefit plan reported by Instil Bio, Inc. under EIN 83-2072195 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $8,196,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Instil Bio, Inc.
EIN
83-2072195
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
360
End-of-year plan assets
$8,196,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20240905150907NAL0021189825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,196,264
Total liabilities (EOY)
$0
Net assets (EOY)
$8,196,264
Net assets (BOY)
$9,673,660

Income & contributions

Employer contributions
$509,392
Participant contributions
$1,212,735
Total contributions
$2,142,480
Total income / additions
$3,776,256

Expenses & distributions

Benefits paid
$5,147,858
Administrative expenses
$62,400
Total expenses
$5,253,652
Net increase / (decrease)
-$1,477,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,931$02023
Usi Securities IncADVISOR$27,059not reported in the loaded dataset2023

Related Form 5500 pages