2023 Form 5500 filing — Rochester Institute Of Technology 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 20241009104436NAL0009117875001) for Rochester Institute Of Technology Retirement Savings Plan, reported by Rochester Institute Of Technology under EIN 16-0743140 and plan number 001. It reports 8,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104436NAL0009117875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Institute Of Technology
- EIN
- 16-0743140
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 8,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,406,773,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,406,773,745
- Employer contributions
- $23,779,958
- Participant contributions
- $32,523,806
- Total income / additions
- $255,300,718
- Benefits paid
- $90,995,663
- Administrative expenses
- $433,019
- Total expenses
- $91,428,682
- Net increase / (decrease)
- $163,872,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $207,672 | $0 |
| Captrust | NONE | $161,250 | not reported in the loaded dataset |
| Insero & Co. Cpas, Llp | NONE | $58,900 | not reported in the loaded dataset |
| Tiaa- Teachers And Insurance Annuit | NONE | $977 | $0 |