International Foundation Employee Thrift Plan — Form 5500 plan (International Foundation Employee Benefit Plans Inc.)
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, International Foundation Employee Thrift Plan is a benefit plan reported by International Foundation Employee Benefit Plans Inc. under EIN 39-1034021 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $22,214,452 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.2MPlan net assets, end of year$22,209,702
Participants142Covered participants reported
Assets / participant$156.4KComputed: assets ÷ participants$156,440 (computed)
Provider compensation$32.3K2 Schedule C provider row(s)$32,289
- Plan sponsor
- International Foundation Employee Benefit Plans Inc.
- EIN
- 39-1034021
- Plan number
- 002
- Plan type
- 2
- Location
- Brookfield, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015174146NAL0029282305001 |
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)$22.2M total assets
Net assets$22.2MLiabilities$4.8K
Full reported line items
Net assets
- Total assets (EOY)
- $22,214,452
- Total liabilities (EOY)
- $4,750
- Net assets (EOY)
- $22,209,702
- Net assets (BOY)
- $18,899,089
Income & contributions
- Employer contributions
- $873,257
- Participant contributions
- $895,490
- Total contributions
- $1,844,024
- Total income / additions
- $4,899,612
Expenses & distributions
- Benefits paid
- $1,519,853
- Administrative expenses
- $40,539
- Total expenses
- $1,588,999
- Net increase / (decrease)
- $3,310,613
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.
49%51%
Employer 49%Participant 51%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Ser. | NONE | $18,508 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $13,781 | not reported in the loaded dataset | 2023 |