2023 Form 5500 filing — Judge Rotenberg Educational Center, Inc. Retiremen
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 20250401143949NAL0014186370001) for Judge Rotenberg Educational Center, Inc. Retiremen, reported by Judge Rotenberg Educational Center, Inc. under EIN 04-2489805 and plan number 001. It reports 1,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401143949NAL0014186370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Judge Rotenberg Educational Center, Inc.
- EIN
- 04-2489805
- Plan number
- 001
- Location
- Canton, MA
- Participants
- 1,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,024,189
- Net assets (EOY)
- $48,024,189
- Employer contributions
- $5,279,120
- Total income / additions
- $10,545,791
- Benefits paid
- $6,455,611
- Administrative expenses
- $27,781
- Total expenses
- $6,563,139
- Net increase / (decrease)
- $3,982,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth Inc | ADVISOR | $0 | $92,117 |
| Fidelity Investments Institutional | RECORDKEEPER | -$31,908 | $0 |