2023 Form 5500 filing — Center On Budget And Policy Priorities 403(B) 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 20241015154810NAL0016795555005) for Center On Budget And Policy Priorities 403(B) Retirement Plan, reported by Center On Budget And Policy Priorities under EIN 52-1234565 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154810NAL0016795555005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center On Budget And Policy Priorities
- EIN
- 52-1234565
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,588,074
- Net assets (EOY)
- $55,588,074
- Employer contributions
- $1,143,249
- Participant contributions
- $1,343,979
- Total income / additions
- $10,690,341
- Benefits paid
- $1,838,762
- Administrative expenses
- $57,056
- Total expenses
- $1,931,975
- Net increase / (decrease)
- $8,758,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | not reported in the loaded dataset | $45,534 | $0 |
| Rocaton Investment Advisors | not reported in the loaded dataset | $11,522 | not reported in the loaded dataset |