2023 Form 5500 filing — Illinois Institute Of Technology Tax Deferred Annuity 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 20241015151847NAL0014945251001) for Illinois Institute Of Technology Tax Deferred Annuity Plan, reported by Illinois Institute Of Technology under EIN 36-2170136 and plan number 005. It reports 2,731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151847NAL0014945251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Illinois Institute Of Technology
- EIN
- 36-2170136
- Plan number
- 005
- Location
- Chicago, IL
- Participants
- 2,731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $555,493,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $555,493,518
- Employer contributions
- $2,486,940
- Participant contributions
- $8,065,104
- Total income / additions
- $92,452,448
- Benefits paid
- $42,982,622
- Administrative expenses
- $165,099
- Total expenses
- $43,147,721
- Net increase / (decrease)
- $49,304,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | NONE | $108,889 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $41,045 | $0 |
| Tiaa | NONE | $8,161 | $0 |
| Fascore, LLC | RECORDKEEPER | $233 | $0 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $182 | $0 |