Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Rensselaer 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, Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Rensselaer Contributions is a benefit plan reported by Rensselaer Polytechnic Institute C/O Controllers Office under EIN 14-1340095 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,351 participants and $336,399,375 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
- 006
- Plan type
- 2
- Location
- Troy, NY
- Latest filing year
- 2023
- Participants
- 3,351
- End-of-year plan assets
- $336,399,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,351 | H, C | 20250415152025NAL0005866624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $336,399,375
- Total liabilities (EOY)
- $338,349
- Net assets (EOY)
- $336,061,026
- Net assets (BOY)
- $287,379,680
Income & contributions
- Employer contributions
- $11,961,555
- Total contributions
- $12,109,737
- Total income / additions
- $60,704,811
Expenses & distributions
- Benefits paid
- $11,799,199
- Administrative expenses
- $224,266
- Total expenses
- $12,023,465
- Net increase / (decrease)
- $48,681,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $87,557 | $0 | 2023 |
| Tiaa - Teachers Insurance And Ann | RECORDKEEPER | $68,196 | $0 | 2023 |
| Cap Financial Partners | CONSULTANT | $43,500 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners | CONSULTANT | $21,750 | not reported in the loaded dataset | 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
- Fidelity Investments Institutional — Schedule C compensation
- Tiaa - Teachers Insurance And Ann — Schedule C compensation
- Cap Financial Partners — Schedule C compensation