Illinois Education Association Staff Retirement Plan — Form 5500 plan (Illinois Education Association)
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, Illinois Education Association Staff Retirement Plan is a benefit plan reported by Illinois Education Association under EIN 37-0343490 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $159,667,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illinois Education Association
- EIN
- 37-0343490
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $159,667,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20250415161426NAL0003553457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,667,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,667,356
- Net assets (BOY)
- $141,394,991
Income & contributions
- Employer contributions
- $7,500,000
- Participant contributions
- $295,807
- Total contributions
- $7,795,807
- Total income / additions
- $27,336,059
Expenses & distributions
- Benefits paid
- $8,514,435
- Administrative expenses
- $549,259
- Total expenses
- $9,063,694
- Net increase / (decrease)
- $18,272,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Rps | NONE | $92,152 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $82,500 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $51,027 | not reported in the loaded dataset | 2023 |
| Bank Of Oklahoma | NONE | $43,753 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $24,920 | not reported in the loaded dataset | 2023 |
| Thl C/O Estera Trust (Cayman) Ltd | NONE | $20,223 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Illinois Education Association
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Epic Rps — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Bank Of Oklahoma — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Thl C/O Estera Trust (Cayman) Ltd — Schedule C compensation