2023 Form 5500 filing — United Nations International School 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 20250414125837NAL0001756705001) for United Nations International School Tax Deferred Annuity Plan, reported by The United Nations International School under EIN 23-7098600 and plan number 002. It reports 415 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)$67.3MReported net assets$67,300,108
Participants415
Provider compensation$22K2 Schedule C row(s)$22,025
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414125837NAL0001756705001
Plan sponsor
The United Nations International School
EIN
23-7098600
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$67.3M total assets
Net assets$67.3MLiabilities$0
Money in vs. money out
Total income / additions$10.6M
Total expenses$3.6M
Benefits paid / distributions$3.6M
Contributions
EmployerNot reported
Participant$2.6M
Full reported line items
Total assets (EOY)
$67,300,108
Total liabilities (EOY)
$0
Net assets (EOY)
$67,300,108
Participant contributions
$2,600,633
Total income / additions
$10,645,636
Benefits paid
$3,568,269
Administrative expenses
$23,800
Total expenses
$3,592,069
Net increase / (decrease)
$7,053,567
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $21.3K
  2. 2
    Tiaa$775
    SERVICE PROVIDER · Direct $775 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414125837NAL0001756705001 cover?
It is the 2023 Form 5500 filing for United Nations International School Tax Deferred Annuity Plan, reported by The United Nations International School (EIN 23-7098600).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages