2023 Form 5500 filing — Rocky Mountain Institute Tax Sheltered Annuity 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 20241011130528NAL0021909041001) for Rocky Mountain Institute Tax Sheltered Annuity Plan, reported by Rocky Mountain Institute under EIN 74-2244146 and plan number 001. It reports 665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130528NAL0021909041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Mountain Institute
- EIN
- 74-2244146
- Plan number
- 001
- Location
- Boulder, CO
- Participants
- 665
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,804,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,804,495
- Employer contributions
- $3,102,281
- Participant contributions
- $5,736,499
- Total income / additions
- $16,137,438
- Benefits paid
- $3,108,295
- Administrative expenses
- $137,889
- Total expenses
- $3,246,265
- Net increase / (decrease)
- $12,891,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,888 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $66,017 |