Rosalind Franklin University Of Medicine And Science Qualified Money Purchase Pension Plan And Trust — Form 5500 plan (Rosalind Franklin University Of Medicine And Science)
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, Rosalind Franklin University Of Medicine And Science Qualified Money Purchase Pension Plan And Trust is a benefit plan reported by Rosalind Franklin University Of Medicine And Science under EIN 36-2181973 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,053 participants and $119,180,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosalind Franklin University Of Medicine And Science
- EIN
- 36-2181973
- Plan number
- 003
- Plan type
- 2
- Location
- North Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,053
- End-of-year plan assets
- $119,180,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,053 | H, C | 20241017145132NAL0033155553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,180,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,180,663
- Net assets (BOY)
- $101,822,275
Income & contributions
- Employer contributions
- $5,427,461
- Participant contributions
- $0
- Total contributions
- $5,554,717
- Total income / additions
- $20,735,282
Expenses & distributions
- Benefits paid
- $6,999,437
- Administrative expenses
- $77,237
- Total expenses
- $7,076,674
- Net increase / (decrease)
- $13,658,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $43,142 | $28,628 | 2023 |
| Crowe Llp | NONE | $20,596 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | NONE | $6,750 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors,LLC | NONE | $6,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rosalind Franklin University Of Medicine And Science
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in North Chicago, IL
- Tiaa — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concurrent Investment Advisors,LLC — Schedule C compensation