2023 Form 5500 filing — Urban Land Institute Group Benefit 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 20241011083116NAL0038200992001) for Urban Land Institute Group Benefit Plan, reported by Urban Land Institute under EIN 53-0159845 and plan number 502. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011083116NAL0038200992001
Filing year
2023
Form type
2
Plan sponsor
Urban Land Institute
EIN
53-0159845
Plan number
502
Location
Washington, DC
Participants
159
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$144,777
Total liabilities (EOY)
$0
Net assets (EOY)
$144,777
Employer contributions
$3,098,384
Participant contributions
$464,567
Total income / additions
$3,584,720
Benefits paid
$3,231,357
Administrative expenses
$248,156
Total expenses
$3,479,513
Net increase / (decrease)
$105,207
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Carefirst AdministratorsCONTRACT ADMINISTRATOR$228,821not reported in the loaded dataset
The Meltzer Group IncBROKER$94,263$0

Related Form 5500 pages