2023 Form 5500 filing — The College Of Saint Rose 403(B) Retirement 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 20240903064532NAL0038459970001) for The College Of Saint Rose 403(B) Retirement Plan, reported by The College Of Saint Rose under EIN 14-1338371 and plan number 002. It reports 1,090 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903064532NAL0038459970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The College Of Saint Rose
- EIN
- 14-1338371
- Plan number
- 002
- Location
- Albany, NY
- Participants
- 1,090
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,256,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,256,773
- Employer contributions
- $603,990
- Participant contributions
- $1,344,553
- Total income / additions
- $18,482,855
- Benefits paid
- $7,592,317
- Administrative expenses
- $38,942
- Total expenses
- $7,631,259
- Net increase / (decrease)
- $10,851,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust | NONE | $33,750 | not reported in the loaded dataset |
| Tiaa | NONE | $5,192 | $0 |