The Expert Institute (EIN 27-3779761) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $10.7M in plan assets and 343 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| The Expert Institute Retirement Trust | 001 | 175 | $10.7M |
| The Expert Institute Health and Benefits Welfare Plan | 501 | 168 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
27-3779761 is the Employer Identification Number (EIN) The Expert Institute reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
