Society Of Actuaries Research Institute 403(B) Retirement Plan — Form 5500 plan (Society Of Actuaries Research 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, Society Of Actuaries Research Institute 403(B) Retirement Plan is a benefit plan reported by Society Of Actuaries Research Institute under EIN 36-2136422 and plan number 003. The latest loaded filing year is 2023. The filing reports 297 participants and $59,214,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Society Of Actuaries Research Institute
- EIN
- 36-2136422
- Plan number
- 003
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $59,214,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20240913120748NAL0016203920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,214,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,214,000
- Net assets (BOY)
- $55,163,199
Income & contributions
- Employer contributions
- $1,841,891
- Participant contributions
- $1,608,388
- Total contributions
- $3,856,050
- Total income / additions
- $11,825,694
Expenses & distributions
- Benefits paid
- $7,685,570
- Administrative expenses
- $89,323
- Total expenses
- $7,774,893
- Net increase / (decrease)
- $4,050,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Ins And Annuity | NONE | $40,378 | $0 | 2023 |
| Nfp Retirement Inc | NONE | $26,250 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $13,492 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $9,654 | not reported in the loaded dataset | 2023 |