2023 Form 5500 filing — Educational Testing Service 403(B) Retirement Savings 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 20240918093654NAL0007385664001) for Educational Testing Service 403(B) Retirement Savings Plan, reported by Educational Testing Service under EIN 21-0634479 and plan number 002. It reports 5,492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918093654NAL0007385664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Educational Testing Service
- EIN
- 21-0634479
- Plan number
- 002
- Location
- Princeton, NJ
- Participants
- 5,492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $929,151,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $929,151,958
- Employer contributions
- $7,850,450
- Participant contributions
- $26,629,483
- Total income / additions
- $180,267,461
- Benefits paid
- $72,762,468
- Administrative expenses
- $190,615
- Total expenses
- $72,972,884
- Net increase / (decrease)
- $107,294,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops | RECORDKPNG/ ADMIN | $104,669 | $0 |
| Russell Investments | INV ADVISOR | $41,145 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTING | $22,250 | not reported in the loaded dataset |
| Mccarter & English Llp | LEGAL | $22,155 | not reported in the loaded dataset |