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Form 5500 · Retirement plan · NEW YORK, NY

OPEN SOCIETY INSTITUTE

The filing calls this plan OPEN SOCIETY INSTITUTE RETIREMENT PLAN.

OPEN SOCIETY INSTITUTE of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by BRIGHTHOUSE LIFE INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
BRIGHTHOUSE LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-7029285 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
1,059
Contracts on file
2
Contract value
$12,263,153
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with BRIGHTHOUSE LIFE INSURANCE COMPANY.

The contracts held $12,263,153 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
BRIGHTHOUSE LIFE INSURANCE COMPANYAnnuity / GIC13December$129,514$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC1,001December$12,133,639$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
OPEN SOCIETY INSTITUTE
EIN 13-7029285
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$57,089
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$229,977,938
Paid out in benefits
$26,744,808
Participants at the start of the year
1,059
Participants with account balances
1,014

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 22-2027092
WITHUM SMITH & BROWN, PC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Health And Welfare PlanInsured benefit plan · 7 Schedule A contractsRenews ~Jun 1Flexible Spending AccountForm 5500 filing · no insured Schedule A contracts2021 Involuntary Separation PlanForm 5500 filing · no insured Schedule A contracts2021 Voluntary Separation Plan IForm 5500 filing · no insured Schedule A contracts2021 Voluntary Separation Plan IiForm 5500 filing · no insured Schedule A contracts

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