Plan5500

Apptio Retirement Plan — Form 5500 plan (Apptio, 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, Apptio Retirement Plan is a benefit plan reported by Apptio, Inc. under EIN 26-1175252 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,037 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apptio, Inc.
EIN
26-1175252
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
1,037
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,037H, C20240619104858NAL0003201537001
2023991H, C20240619105303NAL0005631856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$80,378,106

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$3,516,109

Expenses & distributions

Benefits paid
$2,951,163
Administrative expenses
$18,626
Total expenses
$2,969,789
Net increase / (decrease)
$546,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$108,786$02023
ScsADVISOR$59,917not reported in the loaded dataset2023
ScsADVISOR$17,018not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$781$02023

Related Form 5500 pages