2023 Form 5500 filing — Emeriti Retiree Health Plan For Rose-Hulman Institute Of Technology
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 20240724134526NAL0021772848001) for Emeriti Retiree Health Plan For Rose-Hulman Institute Of Technology, reported by Rose-Hulman Institute Of Technology under EIN 35-0868149 and plan number 507. It reports 443 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)$2.6MReported net assets$2,573,633
Participants443
Provider compensation$5.2K1 Schedule C row(s)$5,166
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240724134526NAL0021772848001
- Plan sponsor
- Rose-Hulman Institute Of Technology
- EIN
- 35-0868149
- Plan number
- 507
- Location
- Terre Haute, IN
- Received date
- not reported in the loaded dataset
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,573,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,573,633
- Employer contributions
- $387,257
- Participant contributions
- $198,045
- Total income / additions
- $956,802
- Benefits paid
- $308,416
- Administrative expenses
- $5,166
- Total expenses
- $313,582
- Net increase / (decrease)
- $643,220
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $5,166 | not reported in the loaded dataset |