Rockhurst University Retirement Savings Plan — Form 5500 plan (Rockhurst 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, Rockhurst University Retirement Savings Plan is a benefit plan reported by Rockhurst University under EIN 44-0545813 and plan number 001. The latest loaded filing year is 2023. The filing reports 822 participants and $85,094,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockhurst University
- EIN
- 44-0545813
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 822
- End-of-year plan assets
- $85,094,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 822 | H, C | 20250328124141NAL0000569811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,094,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,094,171
- Net assets (BOY)
- $83,781,741
Income & contributions
- Employer contributions
- $528
- Participant contributions
- $2,084,055
- Total contributions
- $2,670,420
- Total income / additions
- $11,452,971
Expenses & distributions
- Benefits paid
- $10,023,260
- Administrative expenses
- $115,883
- Total expenses
- $10,140,541
- Net increase / (decrease)
- $1,312,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $50,839 | $0 | 2023 |
| Two West Capital Advisors | NONE | $40,219 | not reported in the loaded dataset | 2023 |
| Pickett, Chaney & Mcmullen, Llp | NONE | $24,825 | not reported in the loaded dataset | 2023 |