Rockford University Retirement Savings Plan — Form 5500 plan (Rockford University)
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, Rockford University Retirement Savings Plan is a benefit plan reported by Rockford University under EIN 36-2167842 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $35,043,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockford University
- EIN
- 36-2167842
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $35,043,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241003120703NAL0005701219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,043,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,043,195
- Net assets (BOY)
- $32,575,254
Income & contributions
- Employer contributions
- $354,107
- Participant contributions
- $702,958
- Total contributions
- $1,334,033
- Total income / additions
- $5,928,863
Expenses & distributions
- Benefits paid
- $3,459,745
- Administrative expenses
- $1,177
- Total expenses
- $3,460,922
- Net increase / (decrease)
- $2,467,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,477 | $24,986 | 2023 |