English Language Institute In China 403(B) Plan — Form 5500 plan (English Language Institute/China)
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, English Language Institute In China 403(B) Plan is a benefit plan reported by English Language Institute/China under EIN 95-3551085 and plan number 002. The latest loaded filing year is 2023. The filing reports 433 participants and $12,584,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- English Language Institute/China
- EIN
- 95-3551085
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $12,584,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20240817151632NAL0027122352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,584,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,584,902
- Net assets (BOY)
- $10,525,355
Income & contributions
- Employer contributions
- $181,737
- Participant contributions
- $646,237
- Total contributions
- $951,687
- Total income / additions
- $2,772,431
Expenses & distributions
- Benefits paid
- $680,237
- Administrative expenses
- $32,647
- Total expenses
- $712,884
- Net increase / (decrease)
- $2,059,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Services Inc | INVESTMENT ADVISOR | $16,225 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $8,389 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,130 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,758 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $144 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for English Language Institute/China
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Securian Financial Services Inc — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation