New Jersey Institute For Disabilities Retirement Plan — Form 5500 plan (New Jersey Institute For Disabilities)
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, New Jersey Institute For Disabilities Retirement Plan is a benefit plan reported by New Jersey Institute For Disabilities under EIN 22-1554528 and plan number 002. The latest loaded filing year is 2023. The filing reports 390 participants and $37,195,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Jersey Institute For Disabilities
- EIN
- 22-1554528
- Plan number
- 002
- Plan type
- 2
- Location
- Edison, NJ
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $37,195,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20250509124007NAL0029866626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,195,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,195,221
- Net assets (BOY)
- $32,511,794
Income & contributions
- Employer contributions
- $1,192,148
- Total contributions
- $1,192,148
- Total income / additions
- $6,895,267
Expenses & distributions
- Benefits paid
- $2,121,426
- Administrative expenses
- $90,414
- Total expenses
- $2,211,840
- Net increase / (decrease)
- $4,683,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $45,982 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $34,178 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $10,254 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Jersey Institute For Disabilities
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Edison, NJ
- Newport Group, Inc. — Schedule C compensation
- Pnc Institutional Asset Management — Schedule C compensation
- Newport Trust Company — Schedule C compensation