2023 Form 5500 filing — The Institute Of Electrical And Electronics Engineers, Incorporated Employees' Retirement 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 20241014124404NAL0053558786001) for The Institute Of Electrical And Electronics Engineers, Incorporated Employees' Retirement Plan, reported by Institute Of Electrical And Electronics Engineers, Inc. under EIN 13-1656633 and plan number 001. It reports 754 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124404NAL0053558786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute Of Electrical And Electronics Engineers, Inc.
- EIN
- 13-1656633
- Plan number
- 001
- Location
- Piscataway, NJ
- Participants
- 754
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,420,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,420,982
- Total income / additions
- $6,326,114
- Benefits paid
- $4,188,641
- Administrative expenses
- $203,034
- Total expenses
- $4,391,675
- Net increase / (decrease)
- $1,934,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Income Research & Management | NONE | $172,306 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $22,280 | $0 |
| Sit Investments Associates | NONE | $8,448 | not reported in the loaded dataset |