2023 Form 5500 filing — Rockford University Retirement Savings 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 20241003120703NAL0005701219001) for Rockford University Retirement Savings Plan, reported by Rockford University under EIN 36-2167842 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003120703NAL0005701219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockford University
- EIN
- 36-2167842
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,043,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,043,195
- Employer contributions
- $354,107
- Participant contributions
- $702,958
- Total income / additions
- $5,928,863
- Benefits paid
- $3,459,745
- Administrative expenses
- $1,177
- Total expenses
- $3,460,922
- Net increase / (decrease)
- $2,467,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,477 | $24,986 |