2023 Form 5500 filing — Urban Land Institute 403(B) 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 20241011081637NAL0021508609001) for Urban Land Institute 403(B) Plan, reported by Urban Land Institute under EIN 53-0159845 and plan number 006. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011081637NAL0021508609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urban Land Institute
- EIN
- 53-0159845
- Plan number
- 006
- Location
- Washington, DC
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,265,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,265,838
- Employer contributions
- $1,339,236
- Participant contributions
- $2,385,588
- Total income / additions
- $8,222,611
- Benefits paid
- $5,883,406
- Administrative expenses
- $53,525
- Total expenses
- $5,936,931
- Net increase / (decrease)
- $2,285,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,121 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $22,688 | not reported in the loaded dataset |
| Admin Partners LLC | CONTRACT ADMIN | $1,716 | not reported in the loaded dataset |