Ieee, Inc. Savings And Investment Plan — Form 5500 plan (The Institute Of Electrical And Electronics Engineers,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, Ieee, Inc. Savings And Investment Plan is a benefit plan reported by The Institute Of Electrical And Electronics Engineers,Inc. under EIN 13-1656633 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,589 participants and $551,666,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Institute Of Electrical And Electronics Engineers,Inc.
EIN
13-1656633
Plan number
003
Plan type
2
Location
Piscataway, NJ
Latest filing year
2023
Participants
1,589
End-of-year plan assets
$551,666,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,589H, C20241011120151NAL0010893859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$551,666,528
Total liabilities (EOY)
$0
Net assets (EOY)
$551,666,528
Net assets (BOY)
$473,092,022

Income & contributions

Employer contributions
$18,625,211
Participant contributions
$14,422,981
Total contributions
$33,862,075
Total income / additions
$117,375,239

Expenses & distributions

Benefits paid
$38,728,198
Administrative expenses
$72,535
Total expenses
$38,800,733
Net increase / (decrease)
$78,574,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$72,751$02023
Charles Schwab & Co., Inc.NONE$158$02023

Related Form 5500 pages