Moody Bible Institute Retirement Plan — Form 5500 plan (Moody Bible Institute Of Chicago)

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, Moody Bible Institute Retirement Plan is a benefit plan reported by Moody Bible Institute Of Chicago under EIN 36-2167792 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,985 participants and $48,426,007 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$48.4MPlan net assets, end of year$48,426,007
Participants2KCovered participants reported1,985
Assets / participant$24.4KComputed: assets ÷ participants$24,396 (computed)
Provider compensation$62.1K1 Schedule C provider row(s)$62,083
Plan sponsor
Moody Bible Institute Of Chicago
EIN
36-2167792
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,985H, C20241004132858NAL0019695952001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$48.4M total assets
Net assets$48.4MLiabilities
Money in vs. money out
Total income / additions$10.5M
Total expenses$4.2M
Benefits paid / distributions$4.1M
Contributions
EmployerNot reported
Participant$3.5M
Full reported line items

Net assets

Total assets (EOY)
$48,426,007
Net assets (EOY)
$48,426,007
Net assets (BOY)
$42,066,436

Income & contributions

Participant contributions
$3,465,028
Total contributions
$3,936,719
Total income / additions
$10,538,176

Expenses & distributions

Benefits paid
$4,114,534
Administrative expenses
$62,083
Total expenses
$4,178,605
Net increase / (decrease)
$6,359,571
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$62,083$02023

Related Form 5500 pages