Original filing (PDF)20251014100438NAL0005348866001

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC.

Name: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. — THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC.

Form 5500

FILING_RECEIVED

THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

262

Accounts w/ balance

—

Plan assets (EOY)

$58.3M

Net assets (EOY)

$58.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC..

Plan sponsor

Name

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC.

EIN

13-1656633all filings

Address

445 HOES LANE · PISCATAWAY, NJ · 088541331

Phone

(732) 562-5317

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CROWE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF NEW YORK MELLON	13-5160382	—	TRUSTEE	$38K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
INCOME RESEARCH & MANAGEMENT	04-2955404	—	NONE	$170K	—

Other service providers

Investments

1 pooled fund· $290K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.