The Research Foundation For Suny Optional Retirement Plan — Form 5500 plan (The Research Foundation For Suny)

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 Research Foundation For Suny Optional Retirement Plan is a benefit plan reported by The Research Foundation For Suny under EIN 14-1368361 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,845 participants and $960,486,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Research Foundation For Suny
EIN
14-1368361
Plan number
003
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
9,845
End-of-year plan assets
$960,486,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,845H, C20241008145454NAL0016894737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$960,486,518
Total liabilities (EOY)
$0
Net assets (EOY)
$960,486,518
Net assets (BOY)
$878,305,837

Income & contributions

Participant contributions
$21,555,819
Total contributions
$31,078,491
Total income / additions
$140,710,144

Expenses & distributions

Benefits paid
$58,275,135
Administrative expenses
$254,328
Total expenses
$58,529,463
Net increase / (decrease)
$82,180,681

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$153,990$02023
Capfinancial Partners, LLCNONE$100,338not reported in the loaded dataset2023

Related Form 5500 pages