Institute For Defense Analyses — 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, Institute For Defense Analyses (EIN 53-0233247) is a plan sponsor located in Alexandria, VA 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
53-0233247
Location
Alexandria, VA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,368,343,562
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,368,343,562

Contributions & income

Employer contributions
$18,738,351
Participant contributions
$22,812,913
Total income / additions
$235,811,636

Expenses & distributions

Benefits paid / distributions
$82,113,109
Total expenses
$82,747,165
Net increase / (decrease)
$153,064,471

Coverage

Total reported participants
6,474
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

Institute For Defense Analyses plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Institute For Defense Analyses Tax Deferred Annuity Plan0022,861$801,043,9552023
Institute For Defense Analyses Qualified Retirement Plan0032,197$567,299,6072023
Institute For Defense Analyses Group Benefits Plan5031,416not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Institute For Defense Analyses
YearPlanParticipantsSchedulesFiling
2023Institute For Defense Analyses Group Benefits Plan1,41620240605065108NAL0009784339001
2023Institute For Defense Analyses Qualified Retirement Plan2,197H, C20241122102144NAL0001704369001
2023Institute For Defense Analyses Tax Deferred Annuity Plan2,861H, C20241122102650NAL0001019155001

Related Form 5500 pages