Island Peer Review Organization, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Island Peer Review Organization, Inc.)

Plain-English plan 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, Island Peer Review Organization, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Island Peer Review Organization, Inc. under EIN 11-2662689 and plan number 002. The latest loaded filing year is 2023. The filing reports 445 participants and $56,948,961 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Island Peer Review Organization, Inc.
EIN
11-2662689
Plan number
002
Plan type
2
Location
Lake Success, NY
Latest filing year
2023
Participants
445
End-of-year plan assets
$56,948,961

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023445H, C20240725085720NAL0023651008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,948,961
Total liabilities (EOY)
$0
Net assets (EOY)
$56,948,961
Net assets (BOY)
$47,787,357

Income & contributions

Participant contributions
$2,346,959
Total contributions
$3,655,163
Total income / additions
$11,852,318

Expenses & distributions

Benefits paid
$2,628,712
Administrative expenses
$62,002
Total expenses
$2,690,714
Net increase / (decrease)
$9,161,604

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$59,465$02023

Related Form 5500 pages