Plan5500

Florida Tech Retirement Plan — Form 5500 plan (Florida Institute Of Technology)

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, Florida Tech Retirement Plan is a benefit plan reported by Florida Institute Of Technology under EIN 59-6046500 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,000 participants and $159,539,880 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida Institute Of Technology
EIN
59-6046500
Plan number
001
Plan type
2
Location
Melbourne, FL
Latest filing year
2023
Participants
2,000
End-of-year plan assets
$159,539,880

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,000H, C20241009105141NAL0018186273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$159,539,880
Total liabilities (EOY)
$0
Net assets (EOY)
$159,539,880
Net assets (BOY)
$135,645,345

Income & contributions

Employer contributions
$3,026,227
Participant contributions
$5,410,314
Total contributions
$9,927,144
Total income / additions
$30,677,176

Expenses & distributions

Benefits paid
$6,576,804
Administrative expenses
$178,812
Total expenses
$6,782,641
Net increase / (decrease)
$23,894,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$87,905$02023
Sageview Advisory Group, LLCADVISORY$47,433not reported in the loaded dataset2023
TiaaSERVICE PROVIDER$44,074$02023

Related Form 5500 pages