2023 Form 5500 filing — Contributory Defined Benefit Retirement Plan At Rensselaer Polytechnic Institute
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 20250415151937NAL0003523249001) for Contributory Defined Benefit Retirement Plan At Rensselaer Polytechnic Institute, reported by Rensselaer Polytechnic Institute C/O Controllers Office under EIN 14-1340095 and plan number 001. It reports 1,129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415151937NAL0003523249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rensselaer Polytechnic Institute C/O Controllers Office
- EIN
- 14-1340095
- Plan number
- 001
- Location
- Troy, NY
- Participants
- 1,129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,815,196
- Total liabilities (EOY)
- $3,332,217
- Net assets (EOY)
- $231,482,979
- Employer contributions
- $1,970,000
- Total income / additions
- $26,586,689
- Benefits paid
- $26,591,256
- Administrative expenses
- $2,044,333
- Total expenses
- $28,635,589
- Net increase / (decrease)
- -$2,048,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Retirement Services LLC | ACTUARY | $401,570 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | INVESTMENT CONSULTANT | $230,000 | not reported in the loaded dataset |
| Silchester | INVESTMENT | $156,002 | not reported in the loaded dataset |
| Western Asset Int | INVESTMENT | $91,325 | not reported in the loaded dataset |
| Ir&M Us Intermediate | INVESTMENT | $83,901 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,050 | not reported in the loaded dataset |
| John Bristol | INVESTMENT | $55,290 | not reported in the loaded dataset |
| Ssga | INVESTMENT | $13,824 | not reported in the loaded dataset |