2023 Form 5500 filing — New Jersey Institute For Disabilities 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 20250509124007NAL0029866626001) for New Jersey Institute For Disabilities Retirement Plan, reported by New Jersey Institute For Disabilities under EIN 22-1554528 and plan number 002. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509124007NAL0029866626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Jersey Institute For Disabilities
- EIN
- 22-1554528
- Plan number
- 002
- Location
- Edison, NJ
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,195,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,195,221
- Employer contributions
- $1,192,148
- Total income / additions
- $6,895,267
- Benefits paid
- $2,121,426
- Administrative expenses
- $90,414
- Total expenses
- $2,211,840
- Net increase / (decrease)
- $4,683,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $45,982 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $34,178 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $10,254 | $0 |