2023 Form 5500 filing — The Urban Institute 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 20241015151833NAL0028907057002) for The Urban Institute Retirement Plan, reported by The Urban Institute under EIN 52-0880375 and plan number 001. It reports 1,859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$296.2MReported net assets$296,249,382
Participants1.9K1,859
Provider compensation$260.2K4 Schedule C row(s)$260,204
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151833NAL0028907057002
- Plan sponsor
- The Urban Institute
- EIN
- 52-0880375
- Plan number
- 001
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$296.2M total assets
Net assets$296.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $296,249,382
- Net assets (EOY)
- $296,249,382
- Employer contributions
- $5,733,005
- Participant contributions
- $6,337,861
- Total income / additions
- $54,886,628
- Benefits paid
- $18,656,818
- Administrative expenses
- $260,204
- Total expenses
- $18,939,447
- Net increase / (decrease)
- $35,947,181
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $185,844 | $0 |
| Mercer | INVESTMENT ADVISOR | $54,360 | not reported in the loaded dataset |
| Bdo Usa, P.C. | AUDITOR | $20,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |