The Expert Institute Retirement Trust — Form 5500 plan (The Expert Institute)
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 Expert Institute Retirement Trust is a benefit plan reported by The Expert Institute under EIN 27-3779761 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $8,734,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Expert Institute
- EIN
- 27-3779761
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $8,734,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240725103245NAL0014300145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,734,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,734,731
- Net assets (BOY)
- $6,129,824
Income & contributions
- Employer contributions
- $741,552
- Participant contributions
- $1,519,472
- Total contributions
- $2,285,432
- Total income / additions
- $3,640,138
Expenses & distributions
- Benefits paid
- $984,395
- Administrative expenses
- $50,836
- Total expenses
- $1,035,231
- Net increase / (decrease)
- $2,604,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $25,076 | $0 | 2023 |
| Park Capital Management LLC | INVESTMENT ADVISOR | $21,649 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,111 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Expert Institute
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Park Capital Management LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation