2023 Form 5500 filing — Island Peer Review Organization, Inc. Tax Deferred Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725085720NAL0023651008001) for Island Peer Review Organization, Inc. Tax Deferred Annuity Plan, reported by Island Peer Review Organization, Inc. under EIN 11-2662689 and plan number 002. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725085720NAL0023651008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Island Peer Review Organization, Inc.
- EIN
- 11-2662689
- Plan number
- 002
- Location
- Lake Success, NY
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,948,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,948,961
- Participant contributions
- $2,346,959
- Total income / additions
- $11,852,318
- Benefits paid
- $2,628,712
- Administrative expenses
- $62,002
- Total expenses
- $2,690,714
- Net increase / (decrease)
- $9,161,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $59,465 | $0 |