Plan Ledger DOL Form 5500 · updated monthly

The United Nations International SchoolMoney purchase plan

UNITED NATIONS INTERNATIONAL SCHOOL EMPLOYEES PENSION PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

The United Nations International School reported $41,135 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,899 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.034%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 659th-largest of 5,648 plans among New York employers on file, and the 435th of 3,091 in educational services.

Plan summary
Net assets, end of year$125,869,691
Participants with balances547
Active participants277
Employer contributions$3,573,018
Employee contributions—
Employer contribution per active participant$12,899
Average account balance$230,109
Benefits paid to participants$4,776,691
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$125.9M · 547 accts · $3.6M emplr
2023$114.3M · 536 accts · $3.5M emplr
2022$102.9M · 535 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,134
Total administrative$41,135
Employer contributions to the The United Nations International School plan · 2024
Employer contribution per active participant$12,899
Median for plans this size$3,635
2024$12,899 per active participant
2023$12,652 per active participant
2022$12,464 per active participant

The United Nations International School's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$21,250
TIAA$11,076
THE ANGELL PENSION GROUP, INC.$9,308

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$41,135 · 0.03%
2023$61,236 · 0.06%
2022$32,370 · 0.03%
All plans at this employer2
UNITED NATIONS INTERNATIONAL SCHOOL EMPLOYEES PENSION PLANMoney purchase plan
UNITED NATIONS INTERNATIONAL SCHOOL TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansEducational Services · New York
Collegiate School NY$135.8M · 0.07%
Practising Law Institute NY$132.5M · 0.03%
The College of Saint Rose NY$129.3M · 0.03%
Manhattanville College NY$122.8M · 0.06%
Mercy University NY$121.4M · 0.04%
Russell Sage College NY$116.8M · 0.09%
Hartwick College NY$115.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237098600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.