Original filing (PDF)20250716094346NAL0004640560001

INSITUTE FOR SHIPBOARD EDUCATION

Name: INSITUTE FOR SHIPBOARD EDUCATION — INSTITUTE FOR SHIPBOARD EDUCATION TDA PLAN, Form 5500 (2024)
Creator: INSITUTE FOR SHIPBOARD EDUCATION

Form 5500-SF

FILING_RECEIVED

INSTITUTE FOR SHIPBOARD EDUCATION TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSITUTE FOR SHIPBOARD EDUCATION.

Plan sponsor

Name

INSITUTE FOR SHIPBOARD EDUCATION

EIN

95-3075415

Address

2243 CENTRE AVE STE 300 · FORT COLLINS, CO · 805266052

Phone

(800) 854-0195

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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