Rti International Retiree Health Plan — Form 5500 plan (Research Triangle Institute)

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, Rti International Retiree Health Plan is a benefit plan reported by Research Triangle Institute under EIN 56-0686338 and plan number 509. The latest loaded filing year is 2023. The filing reports 4,175 participants and $17,038,106 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17MPlan net assets, end of year$16,990,029
Participants4.2KCovered participants reported4,175
Assets / participant$4.1KComputed: assets ÷ participants$4,081 (computed)
Provider compensation$93.1K2 Schedule C provider row(s)$93,094
Plan sponsor
Research Triangle Institute
EIN
56-0686338
Plan number
509
Plan type
2
Location
Research Triangle Park, NC
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
    4,175 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)$17M total assets
Net assets$17MLiabilities$48.1K
Money in vs. money out
Total income / additions$3.3M
Total expenses$717.8K
Benefits paid / distributions$620.4K
Contributions
EmployerNot reported
Participant$256.7K
Full reported line items

Net assets

Total assets (EOY)
$17,038,106
Total liabilities (EOY)
$48,077
Net assets (EOY)
$16,990,029
Net assets (BOY)
$14,402,174

Income & contributions

Participant contributions
$256,700
Total contributions
$256,700
Total income / additions
$3,305,628

Expenses & distributions

Benefits paid
$620,407
Administrative expenses
$97,366
Total expenses
$717,773
Net increase / (decrease)
$2,587,855
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.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    NONE · Direct $57.5K
  2. 2
    NONE · Direct $35.6K

Related Form 5500 pages