The Institute For Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 — Form 5500 plan (Institute For Supply Management)

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, The Institute For Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 is a benefit plan reported by Institute For Supply Management under EIN 13-5265940 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $16,080,018 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Institute For Supply Management
EIN
13-5265940
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
219
End-of-year plan assets
$16,080,018

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20250312111311NAL0011685923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,080,018
Total liabilities (EOY)
$0
Net assets (EOY)
$16,080,018
Net assets (BOY)
$14,149,916

Income & contributions

Employer contributions
$639,921
Total contributions
$639,921
Total income / additions
$3,014,866

Expenses & distributions

Benefits paid
$1,058,318
Administrative expenses
$26,446
Total expenses
$1,084,764
Net increase / (decrease)
$1,930,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis, LlpNONE$10,490not reported in the loaded dataset2023
TiaaNONE$6,595$02023
First Western Trust BankNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages