Lincoln Institute Of Land Policy 403(B) Retirement Plan — Form 5500 plan (Lincoln Institute Of Land Policy)
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, Lincoln Institute Of Land Policy 403(B) Retirement Plan is a benefit plan reported by Lincoln Institute Of Land Policy under EIN 86-6021106 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $49,756,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Institute Of Land Policy
- EIN
- 86-6021106
- Plan number
- 001
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $49,756,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20240725104144NAL0008149411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,756,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,756,378
- Net assets (BOY)
- $39,394,935
Income & contributions
- Employer contributions
- $2,326,574
- Participant contributions
- $1,590,896
- Total contributions
- $4,169,100
- Total income / additions
- $10,344,854
Expenses & distributions
- Benefits paid
- $1,534,151
- Administrative expenses
- $52,074
- Total expenses
- $1,595,737
- Net increase / (decrease)
- $8,749,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $19,840 | $0 | 2023 |
| Flexpath Strategies, LLC | NONE | $17,234 | not reported in the loaded dataset | 2023 |
| Lion Street Advisors, LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |