Original filing (PDF)20250623104505NAL0014499474001

Strategic Education Research Partnership Institute

Name: Strategic Education Research Partnership Institute — Form 5500 Plan 001 (2024)
Creator: Strategic Education Research Partnership Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Education Research Partnership Institute Tax Deferred Annuities

403(b) retirement plan · Strategic Education Research Partnership Institute's Strategic Education Research Partnership Institute Tax Deferred Annuities held $7.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

M. Suzanne Donovan signed Strategic Education Research Partnership Institute's 2024 Form 5500 as plan administrator.

M. Suzanne Donovan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Strategic Education Research Partnership Institute's EIN is 30-0231116.

EIN 30-0231116

Plan number 001

Plan year 2024

ACK ID 20250623104505NAL0014499474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Education Research Partnership Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Education Research Partnership Institute's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE

EIN

all filings

Address

1100 CONNECTICUT AVE, NW, STE 1310 · WASHINGTON, DC · 20036

Phone

(202) 223-8555

Industry

Educational Services

Plan administrator