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Original filing (PDF)20251015133936NAL0004701041001
INTERNATIONAL BACCALAUREATE ORGANIZATION IBO
Form 5500
FILING_RECEIVED
IBO DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
211
Accounts w/ balance
303
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL BACCALAUREATE ORGANIZATION IBO.
Plan sponsor
Name
INTERNATIONAL BACCALAUREATE ORGANIZATION IBO
EIN
30-0388800
Address
3950 WISCONSIN AVE,NW · WASHINGTON, DC · 20016
Phone
(301) 202-3000
Industry
Educational Servicessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | 41-1416330 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $101K | — |
| PRIME BENEFITS, INC. | 52-2204662 | — | CONTRACT ADMINISTRATOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
24 direct securities · 3 pooled funds· $31.4M(100% 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.
Uncategorized
$28.2M
24 holdings
Pooled Separate Account
$3.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group | — | — | — | $4.4M | 15.4% | |
| Vanguard Group | — | — | — | $4.1M | 14.5% | |
| Vanguard Group | — | — | — | $3.9M | 13.9% | |
| Vanguard Group | — | — | — | $3.8M | 13.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.1M | 7.3% | |
| Vanguard Group | — | — | — | $2.1M | 7.3% | |
| Vanguard Group | — | — | — | $1.8M | 6.3% | |
| Vanguard Group | — | — | — | $1.4M | 5.1% | |
| Participant Loans | — | — | — | $1.2M | 4.2% | |
| Vanguard Group | — | — | — | $963K | 3.4% | |
| Vanguard Group | — | — | — | $758K | 2.7% | |
| Vanguard Group | — | — | — | $649K | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $649K | 2.3% | |
| Vanguard Group | — | — | — | $564K | 2.0% | |
| Vanguard Group | — | — | — | $472K | 1.7% | |
| Vanguard Group | — | — | — | $467K | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $467K | 1.7% | |
| Vanguard Group | — | — | — | $404K | 1.4% | |
| Vanguard Group | — | — | — | $398K | 1.4% | |
| Vanguard Group | — | — | — | $339K | 1.2% | |
| Vanguard Group | — | — | — | $205K | 0.7% | |
| Vanguard Group | — | — | — | $114K | 0.4% | |
| Principal Life Insurance Company | — | — | — | $94K | 0.3% | |
| Principal Life Insurance Company | — | — | — | $69K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $37K | 0.1% | |
| Principal Life Insurance Company | — | — | — | $27K | <0.1% | |
| Vanguard Group | — | — | — | $24K | <0.1% |
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