Ibo Defined Contribution Plan — Form 5500 plan (International Baccalaureate Organiz Tion)
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, Ibo Defined Contribution Plan is a benefit plan reported by International Baccalaureate Organiz Tion under EIN 30-0388800 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $21,569,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Baccalaureate Organiz Tion
- EIN
- 30-0388800
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $21,569,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241015120637NAL0057451362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,569,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,569,391
- Net assets (BOY)
- $17,146,685
Income & contributions
- Employer contributions
- $1,493,956
- Participant contributions
- $1,739,783
- Total contributions
- $3,469,913
- Total income / additions
- $6,445,852
Expenses & distributions
- Benefits paid
- $1,936,294
- Administrative expenses
- $84,041
- Total expenses
- $2,023,146
- Net increase / (decrease)
- $4,422,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,846 | $0 | 2023 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISORY | $0 | $32,435 | 2023 |
| Prime Benefits, Inc. | CONTRACT ADMINISTRATOR | $9,225 | $7,567 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Baccalaureate Organiz Tion
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Principal Life Insurance Company — Schedule C compensation
- Rbc Capital Markets, LLC — Schedule C compensation
- Prime Benefits, Inc. — Schedule C compensation