Plan5500

Education Affiliates, Inc. 401(K) Plan — Form 5500 plan (Education Affiliates, 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, Education Affiliates, Inc. 401(K) Plan is a benefit plan reported by Education Affiliates, Inc. under EIN 20-1720350 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,071 participants and $43,246,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Education Affiliates, Inc.
EIN
20-1720350
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
2,071
End-of-year plan assets
$43,246,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,071H, C20241008170109NAL0029320640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,246,632
Total liabilities (EOY)
$0
Net assets (EOY)
$43,246,632
Net assets (BOY)
$37,396,207

Income & contributions

Employer contributions
$1,525,250
Participant contributions
$4,271,059
Total contributions
$6,579,591
Total income / additions
$13,155,547

Expenses & distributions

Benefits paid
$7,014,384
Administrative expenses
$261,953
Total expenses
$7,305,122
Net increase / (decrease)
$5,850,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$155,532$02023
Orenda Retirement LLCCONTRACT ADMINISTRATOR$64,265$19,1512023
Greenspring AdvisorsINVESTMENT ADVISORY$42,156not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages