Rochester Institute Of Technology Retirement Savings Plan — Form 5500 plan (Rochester Institute Of Technology)
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, Rochester Institute Of Technology Retirement Savings Plan is a benefit plan reported by Rochester Institute Of Technology under EIN 16-0743140 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,075 participants and $1,406,773,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Institute Of Technology
- EIN
- 16-0743140
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 8,075
- End-of-year plan assets
- $1,406,773,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,075 | H, C | 20241009104436NAL0009117875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,406,773,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,406,773,745
- Net assets (BOY)
- $1,242,901,709
Income & contributions
- Employer contributions
- $23,779,958
- Participant contributions
- $32,523,806
- Total contributions
- $62,089,996
- Total income / additions
- $255,300,718
Expenses & distributions
- Benefits paid
- $90,995,663
- Administrative expenses
- $433,019
- Total expenses
- $91,428,682
- Net increase / (decrease)
- $163,872,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $207,672 | $0 | 2023 |
| Captrust | NONE | $161,250 | not reported in the loaded dataset | 2023 |
| Insero & Co. Cpas, Llp | NONE | $58,900 | not reported in the loaded dataset | 2023 |
| Tiaa- Teachers And Insurance Annuit | NONE | $977 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester Institute Of Technology
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Fidelity Investments Institutional — Schedule C compensation
- Captrust — Schedule C compensation
- Insero & Co. Cpas, Llp — Schedule C compensation
- Tiaa- Teachers And Insurance Annuit — Schedule C compensation