Plan5500

Regenstrief Institute, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Regenstrief Institute, Inc.)

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, Regenstrief Institute, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Regenstrief Institute, Inc. under EIN 30-0007730 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $27,238,406 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.2MPlan net assets, end of year$27,238,406
Participants314Covered participants reported
Assets / participant$86.7KComputed: assets ÷ participants$86,747 (computed)
Provider compensation$26.7K1 Schedule C provider row(s)$26,677
Plan sponsor
Regenstrief Institute, Inc.
EIN
30-0007730
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    314 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$27.2M total assets
Net assets$27.2MLiabilities—
Money in vs. money out
Total income / additions$5.2M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$705.4K
Participant$777.4K
Full reported line items

Net assets

Total assets (EOY)
$27,238,406
Net assets (EOY)
$27,238,406
Net assets (BOY)
$24,039,592

Income & contributions

Employer contributions
$705,437
Participant contributions
$777,407
Total contributions
$1,483,765
Total income / additions
$5,194,396

Expenses & distributions

Benefits paid
$1,975,015
Administrative expenses
$20,567
Total expenses
$1,995,582
Net increase / (decrease)
$3,198,814
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa - Teachers Ins & Annuity Assoc$26.7K
    PLAN CUSTODIAN · Direct $26.7K

Related Form 5500 pages