Plan5500

The Research Foundation For Suny Post Retirement Benefits 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 Post Retirement Benefits Plan is a benefit plan reported by The Research Foundation For Suny under EIN 14-1368361 and plan number 515. The latest loaded filing year is 2023. The filing reports 1,931 participants and $307,249,322 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
515
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
1,931
End-of-year plan assets
$307,249,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,931H, C20241008145239NAL0017826433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$307,249,322
Total liabilities (EOY)
$1,938,555
Net assets (EOY)
$305,310,767
Net assets (BOY)
$291,002,776

Income & contributions

Employer contributions
$5,985,670
Participant contributions
$1,733,250
Total contributions
$7,718,920
Total income / additions
$32,967,208

Expenses & distributions

Benefits paid
$16,653,633
Administrative expenses
$2,005,584
Total expenses
$18,659,217
Net increase / (decrease)
$14,307,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AlightRECORD KEEPER$75,651not reported in the loaded dataset2023
The Bank Of New York MellonNONE$45,431not reported in the loaded dataset2023
Delta Dental Of New YorkNONE$32,940not reported in the loaded dataset2023

Related Form 5500 pages