Sponsors For Educational Opportunity — 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, Sponsors For Educational Opportunity (EIN 13-2578670) is a plan sponsor located in New York, NY with 9 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
13-2578670
Location
New York, NY
Loaded plans
9
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 Sponsors For Educational Opportunity

  • 9 loaded plans hold $15.7M in reported assets.
  • The largest, Sponsors For Educational Opportunity 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,633 reported participants.
  • 1 of 9 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.7MSummed across loaded plans$15,745,449
Total reported assets$15.7M$15,745,449
Total reported participants1.6K1,633
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$15.7M total assets
Net assets$15.7MLiabilities
Contributions & income
Employer contributions$781.2K
Participant contributions$1.2M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$1.9M
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements1 / 9 (11%)
Plans with provider compensation1 / 9 (11%)

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 assets100%Sponsors For Educational Opportunity 403(B) Plan
Participants per plan181Average across loaded plans
Loaded plans9
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 359 participants · 2023
  2. 2
    Short Term Disability Plannot reported in the loaded dataset
    Plan #508 · 169 participants · 2023
  3. 3
    Long Term Disability Plannot reported in the loaded dataset
    Plan #505 · 169 participants · 2023
  4. 4
    Life Insurance Plannot reported in the loaded dataset
    Plan #503 · 168 participants · 2023
  5. 5
    Accidental Death And Dismemberment Plannot reported in the loaded dataset
    Plan #504 · 168 participants · 2023
  6. 6
    Dental Plannot reported in the loaded dataset
    Plan #502 · 155 participants · 2023
  7. 7
    Medical And Prescription Drug Plannot reported in the loaded dataset
    Plan #501 · 149 participants · 2023
  8. 8
    Health Reimbursement Arrangementnot reported in the loaded dataset
    Plan #507 · 149 participants · 2023
  9. 9
    Vision Plannot reported in the loaded dataset
    Plan #506 · 147 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sponsors For Educational Opportunity. Open one for its full reported snapshot.

  1. 2023
    Accidental Death And Dismemberment Plan168 participants · 2No schedules
    View filing →
  2. 2023
    Dental Plan155 participants · 2No schedules
    View filing →
  3. 2023
    Health Reimbursement Arrangement149 participants · 2No schedules
    View filing →
  4. 2023
    Life Insurance Plan168 participants · 2No schedules
    View filing →
  5. 2023
    Long Term Disability Plan169 participants · 2No schedules
    View filing →
  6. 2023
    Medical And Prescription Drug Plan149 participants · 2No schedules
    View filing →
  7. 2023
    Short Term Disability Plan169 participants · 2No schedules
    View filing →
  8. 2023
    Vision Plan147 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sponsors For Educational Opportunity report on Form 5500?
Sponsors For Educational Opportunity (EIN 13-2578670) reports 9 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sponsors For Educational Opportunity?
The Employer Identification Number (EIN) reported for Sponsors For Educational Opportunity is 13-2578670.
What is the latest Form 5500 filing year for Sponsors For Educational Opportunity?
The latest loaded Form 5500 filing year for Sponsors For Educational Opportunity is 2023.

Related Form 5500 pages