Iowa State Education Association Employees' Pension Trust — Form 5500 plan (Iowa State 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, Iowa State Education Association Employees' Pension Trust is a benefit plan reported by Iowa State Education Association under EIN 42-0335775 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $39,159,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iowa State Education Association
- EIN
- 42-0335775
- Plan number
- 001
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $39,159,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20250609103625NAL0012216371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,159,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,159,644
- Net assets (BOY)
- $38,074,299
Income & contributions
- Employer contributions
- $1,349,864
- Total contributions
- $1,349,864
- Total income / additions
- $4,308,313
Expenses & distributions
- Benefits paid
- $3,077,772
- Administrative expenses
- $145,196
- Total expenses
- $3,222,968
- Net increase / (decrease)
- $1,085,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advance Capital Group, Inc. | NONE | $90,974 | not reported in the loaded dataset | 2023 |
| October Three Consulting LLC | NONE | $25,885 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $11,221 | not reported in the loaded dataset | 2023 |
| Smith & Howard, Pc | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iowa State Education Association
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Advance Capital Group, Inc. — Schedule C compensation
- October Three Consulting LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Smith & Howard, Pc — Schedule C compensation