Institute For Defense Analyses Tax Deferred Annuity Plan — Form 5500 plan (Institute For Defense Analyses)
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, Institute For Defense Analyses Tax Deferred Annuity Plan is a benefit plan reported by Institute For Defense Analyses under EIN 53-0233247 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,861 participants and $801,043,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institute For Defense Analyses
- EIN
- 53-0233247
- Plan number
- 002
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 2,861
- End-of-year plan assets
- $801,043,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,861 | H, C | 20241122102650NAL0001019155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $801,043,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $801,043,955
- Net assets (BOY)
- $719,336,771
Income & contributions
- Participant contributions
- $22,812,913
- Total contributions
- $26,679,165
- Total income / additions
- $138,146,935
Expenses & distributions
- Benefits paid
- $56,122,045
- Administrative expenses
- $317,706
- Total expenses
- $56,439,751
- Net increase / (decrease)
- $81,707,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | RECORDKEEPER | $88,621 | $0 | 2023 |
| Multnomah Group | INVESTMENT ADVISOR | $83,025 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc | RECORDKEEPER | $78,521 | not reported in the loaded dataset | 2023 |
| Sc&H Attest Services, P.C. | AUDITOR | $54,782 | not reported in the loaded dataset | 2023 |
| Hutton Andrews Kurth | LEGAL | $10,627 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $739 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Institute For Defense Analyses
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Multnomah Group — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation
- Sc&H Attest Services, P.C. — Schedule C compensation
- Hutton Andrews Kurth — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation