The Conference Board, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Conference Board, Inc. (EIN 13-1624108) is a plan sponsor located in New York, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-1624108
Location
New York, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Conference Board, Inc.

  • 3 loaded plans hold $88M in reported assets.
  • The largest, Tax-Deferred Annuity Program For Employees Of The Conference Board, Inc. (U.S. Staff Members), holds 72% of this company's reported plan assets.
  • Plans cover 1,405 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$88MSummed across loaded plans$87,968,278
Total reported assets$88M$87,968,278
Total reported participants1.4K1,405
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$88M total assets
Net assets$88MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$2.4M
Total income / additions$15.2M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.3M
Net increase / (decrease)$10.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets72%Tax-Deferred Annuity Program For Employees Of The Conference Board, Inc. (U.S. Staff Members)
Participants per plan468Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
  3. 3
    Plan #501 · 314 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Conference Board, Inc.. Open one for its full reported snapshot.

  1. 2023
    Group Life Insurance And Comprehensive Medical Program Of The Conference Board, Inc.314 participants · 2No schedules
    View filing →
  2. 2023
    Tax-Deferred Annuity Program For Employees Of The Conference Board, Inc. (U.S. Staff Members)495 participants · 2Sch HSch C
    View filing →
  3. 2023
    The Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement Plan596 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Conference Board, Inc. report on Form 5500?
The Conference Board, Inc. (EIN 13-1624108) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Conference Board, Inc.?
The Employer Identification Number (EIN) reported for The Conference Board, Inc. is 13-1624108.
What is the latest Form 5500 filing year for The Conference Board, Inc.?
The latest loaded Form 5500 filing year for The Conference Board, Inc. is 2023.

Related Form 5500 pages