Plan5500

Open Society Institute — 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, Open Society Institute (EIN 13-7029285) is a plan sponsor located in New York, NY with 6 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
13-7029285
Location
New York, NY
Loaded plans
6
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 Open Society Institute

  • 6 loaded plans hold $214.1M in reported assets.
  • The largest, Open Society Institute Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,126 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$214.1MSummed across loaded plans$214,087,027
Total reported assets$214.1M$214,087,027
Total reported participants2.1K2,126
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$214.1M total assets
Net assets$214.1MLiabilities—
Contributions & income
Employer contributions$6.9M
Participant contributions$3.5M
Total income / additions$46.6M
Expenses & distributions
Benefits paid / distributions$20.3M
Total expenses$20.4M
Net increase / (decrease)$26.3M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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%Open Society Institute Retirement Plan
Participants per plan354Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Open Society Institute Retirement Plan$214.1M
    Plan #001 · 1,158 participants · 2023
  2. 2
    Open Society Institute Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #502 · 427 participants · 2023
  3. 3
    Open Society Institute 2021 Involuntary Separation Plannot reported in the loaded dataset
    Plan #506 · 354 participants · 2023
  4. 4
    Open Society Institute Flexible Spending Accountnot reported in the loaded dataset
    Plan #504 · 187 participants · 2023
  5. 5
    Open Society Institute 2021 Voluntary Separation Plan Inot reported in the loaded dataset
    Plan #505 · 0 participants · 2023
  6. 6
    Open Society Institute 2021 Voluntary Separation Plan Iinot reported in the loaded dataset
    Plan #507 · 0 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Open Society Institute. Open one for its full reported snapshot.

  1. 2023
    Open Society Institute Flexible Spending Account187 participants · 2No schedules
    View filing →
  2. 2023
    Open Society Institute 2021 Involuntary Separation Plan354 participants · 2No schedules
    View filing →
  3. 2023
    Open Society Institute 2021 Voluntary Separation Plan Ii0 participants · 2No schedules
    View filing →
  4. 2023
    Open Society Institute 2021 Voluntary Separation Plan I0 participants · 2No schedules
    View filing →
  5. 2023
    Open Society Institute Retirement Plan1,158 participants · 2Sch HSch C
    View filing →
  6. 2023
    Open Society Institute Health And Welfare Benefits Plan427 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Open Society Institute report on Form 5500?
Open Society Institute (EIN 13-7029285) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Open Society Institute?
The Employer Identification Number (EIN) reported for Open Society Institute is 13-7029285.
What is the latest Form 5500 filing year for Open Society Institute?
The latest loaded Form 5500 filing year for Open Society Institute is 2023.

Related Form 5500 pages