2023 Form 5500 filing — Rockhurst 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 20250328124141NAL0000569811001) for Rockhurst University Retirement Savings Plan, reported by Rockhurst University under EIN 44-0545813 and plan number 001. It reports 822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328124141NAL0000569811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockhurst University
- EIN
- 44-0545813
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,094,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,094,171
- Employer contributions
- $528
- Participant contributions
- $2,084,055
- Total income / additions
- $11,452,971
- Benefits paid
- $10,023,260
- Administrative expenses
- $115,883
- Total expenses
- $10,140,541
- Net increase / (decrease)
- $1,312,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $50,839 | $0 |
| Two West Capital Advisors | NONE | $40,219 | not reported in the loaded dataset |
| Pickett, Chaney & Mcmullen, Llp | NONE | $24,825 | not reported in the loaded dataset |