What public Form 5500 filings show about the International Baccalaureate Organization IBO 401(k) plan — and how to find and check your own account.
International Baccalaureate Organization IBO (EIN 30-0388800) reports IBO DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $28.2M in plan assets across 211 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full International Baccalaureate Organization IBO filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your International Baccalaureate Organization IBO 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, RBC CAPITAL MARKETS, PRIME BENEFITS.
