2023 Form 5500 filing — Institute For Defense Analyses Qualified 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 20241122102144NAL0001704369001) for Institute For Defense Analyses Qualified Retirement Plan, reported by Institute For Defense Analyses under EIN 53-0233247 and plan number 003. It reports 2,197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122102144NAL0001704369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute For Defense Analyses
- EIN
- 53-0233247
- Plan number
- 003
- Location
- Alexandria, VA
- Participants
- 2,197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $567,299,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $567,299,607
- Employer contributions
- $18,738,351
- Total income / additions
- $97,664,701
- Benefits paid
- $25,991,064
- Administrative expenses
- $316,350
- Total expenses
- $26,307,414
- Net increase / (decrease)
- $71,357,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multnomah Group | INVESTMENT ADVISOR | $83,025 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | RECORDKEEPER | $78,178 | $0 |
| Vanguard Group Inc | RECORDKEEPER | $56,015 | not reported in the loaded dataset |
| Sc&H Attest Services, P.C. | AUDITOR | $55,400 | not reported in the loaded dataset |
| Hutton Andrews Kurth | LEGAL COUNSEL | $43,702 | not reported in the loaded dataset |