Plan5500

Rollins College Retirement Plan — Form 5500 plan (Rollins College)

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, Rollins College Retirement Plan is a benefit plan reported by Rollins College under EIN 59-0624440 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,752 participants and $196,346,174 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rollins College
EIN
59-0624440
Plan number
001
Plan type
2
Location
Winter Park, FL
Latest filing year
2023
Participants
2,752
End-of-year plan assets
$196,346,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,752H, C20241014124810NAL0052301842001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$196,346,174
Total liabilities (EOY)
$0
Net assets (EOY)
$196,346,174
Net assets (BOY)
$170,679,861

Income & contributions

Employer contributions
$5,560,987
Participant contributions
$5,238,304
Total contributions
$10,868,824
Total income / additions
$38,664,557

Expenses & distributions

Benefits paid
$12,712,152
Administrative expenses
$350,125
Total expenses
$12,998,244
Net increase / (decrease)
$25,666,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Institutional Plan ServicesRECORDKEEPER$154,060$02023
Voya Retirement AdvisorsINVESTMENT ADVISOR$98,081not reported in the loaded dataset2023
CerityINVESTMENT ADVISOR$83,164not reported in the loaded dataset2023
ForvisACCOUNTANT$14,300not reported in the loaded dataset2023

Related Form 5500 pages