2023 Form 5500 filing — Roosevelt University 401(A) University Retirement Plan For Faculty And Administrators
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 20250609092158NAL0013902273001) for Roosevelt University 401(A) University Retirement Plan For Faculty And Administrators, reported by Roosevelt University under EIN 36-2167854 and plan number 003. It reports 983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609092158NAL0013902273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roosevelt University
- EIN
- 36-2167854
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,962,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,962,804
- Employer contributions
- $277,517
- Total income / additions
- $11,748,567
- Benefits paid
- $7,321,799
- Administrative expenses
- $147,967
- Total expenses
- $7,482,108
- Net increase / (decrease)
- $4,266,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $86,602 | $0 |
| Multnomah Group, Inc | NONE | $41,365 | not reported in the loaded dataset |
| Crowe Llp | NONE | $18,250 | not reported in the loaded dataset |