The Urban Institute Retirement Plan — Form 5500 plan (The Urban 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, The Urban Institute Retirement Plan is a benefit plan reported by The Urban Institute under EIN 52-0880375 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,859 participants and $296,249,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Urban Institute
- EIN
- 52-0880375
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,859
- End-of-year plan assets
- $296,249,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,859 | H, C | 20241015151833NAL0028907057002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $296,249,382
- Net assets (EOY)
- $296,249,382
- Net assets (BOY)
- $260,302,201
Income & contributions
- Employer contributions
- $5,733,005
- Participant contributions
- $6,337,861
- Total contributions
- $13,063,721
- Total income / additions
- $54,886,628
Expenses & distributions
- Benefits paid
- $18,656,818
- Administrative expenses
- $260,204
- Total expenses
- $18,939,447
- Net increase / (decrease)
- $35,947,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $185,844 | $0 | 2023 |
| Mercer | INVESTMENT ADVISOR | $54,360 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Urban Institute
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Transamerica Retirement Solutions — Schedule C compensation
- Mercer — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- National Financial Services — Schedule C compensation