2023 Form 5500 filing — Regenstrief Institute, Inc. Defined Contribution Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711135504NAL0010462419001) for Regenstrief Institute, Inc. Defined Contribution Retirement Plan, reported by Regenstrief Institute, Inc. under EIN 30-0007730 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.2MReported net assets$27,238,406
Participants314
Provider compensation$26.7K1 Schedule C row(s)$26,677
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240711135504NAL0010462419001
Plan sponsor
Regenstrief Institute, Inc.
EIN
30-0007730
Plan number
001
Location
Indianapolis, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.2M total assets
Net assets$27.2MLiabilities
Money in vs. money out
Total income / additions$5.2M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$705.4K
Participant$777.4K
Full reported line items
Total assets (EOY)
$27,238,406
Net assets (EOY)
$27,238,406
Employer contributions
$705,437
Participant contributions
$777,407
Total income / additions
$5,194,396
Benefits paid
$1,975,015
Administrative expenses
$20,567
Total expenses
$1,995,582
Net increase / (decrease)
$3,198,814
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    PLAN CUSTODIAN · Direct $26.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711135504NAL0010462419001 cover?
It is the 2023 Form 5500 filing for Regenstrief Institute, Inc. Defined Contribution Retirement Plan, reported by Regenstrief Institute, Inc. (EIN 30-0007730).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages