2023 Form 5500 filing — Robert Morris University 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 20241011100940NAL0022542929001) for Robert Morris University Defined Contribution Retirement Plan, reported by Robert Morris University under EIN 25-1120678 and plan number 001. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100940NAL0022542929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert Morris University
- EIN
- 25-1120678
- Plan number
- 001
- Location
- Moon Township, PA
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,653,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,653,535
- Employer contributions
- $2,601,961
- Participant contributions
- $3,844,606
- Total income / additions
- $30,280,194
- Benefits paid
- $20,994,343
- Administrative expenses
- $201,626
- Total expenses
- $21,195,969
- Net increase / (decrease)
- $9,084,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | CONSULTANT | $80,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $69,492 | $0 |
| Deloitte & Touche, Llp | AUDITOR | $40,367 | not reported in the loaded dataset |
| Corebridge | CONTRACT ADMINISTRATOR | $8,738 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |