The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Employee Contributions — Form 5500 plan (Rensselaer Polytechnic Institute C/O Controllers Office)
Plain-English plan 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, The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Employee Contributions is a benefit plan reported by Rensselaer Polytechnic Institute C/O Controllers Office under EIN 14-1340095 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,145 participants and $57,998,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rensselaer Polytechnic Institute C/O Controllers Office
- EIN
- 14-1340095
- Plan number
- 005
- Plan type
- 2
- Location
- Troy, NY
- Latest filing year
- 2023
- Participants
- 4,145
- End-of-year plan assets
- $57,998,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,145 | H, C | 20250415152142NAL0006081744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,998,361
- Total liabilities (EOY)
- $661
- Net assets (EOY)
- $57,997,700
- Net assets (BOY)
- $45,281,079
Income & contributions
- Participant contributions
- $5,981,812
- Total contributions
- $6,825,341
- Total income / additions
- $14,773,570
Expenses & distributions
- Benefits paid
- $2,010,174
- Administrative expenses
- $46,775
- Total expenses
- $2,056,949
- Net increase / (decrease)
- $12,716,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners - LLC | CONSULTANT | $21,750 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,688 | $0 | 2023 |
| Tiaa - Teachedrs Insurance And Annu | RECORDKEEPER | $11,725 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rensselaer Polytechnic Institute C/O Controllers Office
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Troy, NY
- Cap Financial Partners - LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Tiaa - Teachedrs Insurance And Annu — Schedule C compensation