2023 Form 5500 filing — Rose-Hulman Institute Of Technology Money Purchase Purchase Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723075504NAL0010897249001) for Rose-Hulman Institute Of Technology Money Purchase Purchase Plan, reported by Rose-Hulman Institute Of Technology under EIN 35-0868149 and plan number 001. It reports 1,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723075504NAL0010897249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rose-Hulman Institute Of Technology
- EIN
- 35-0868149
- Plan number
- 001
- Location
- Terre Haute, IN
- Participants
- 1,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,953,419
- Net assets (EOY)
- $201,953,419
- Employer contributions
- $3,705,502
- Participant contributions
- $2,586,407
- Total income / additions
- $33,620,839
- Benefits paid
- $9,742,960
- Administrative expenses
- $34,080
- Total expenses
- $9,777,040
- Net increase / (decrease)
- $23,843,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Planpilot, LLC | NONE | $27,398 | not reported in the loaded dataset |
| Tiaa-Teachers Ins & Annuity Assoc | NONE | $6,682 | not reported in the loaded dataset |