2023 Form 5500 filing — Rochester University Retirement Benefits 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 20240906102504NAL0000616163001) for Rochester University Retirement Benefits Plan, reported by Rochester University under EIN 38-1619831 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906102504NAL0000616163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester University
- EIN
- 38-1619831
- Plan number
- 001
- Location
- Rochester Hills, MI
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,726,134
- Net assets (EOY)
- $4,726,134
- Participant contributions
- $310,028
- Total income / additions
- $1,009,212
- Benefits paid
- $436,543
- Administrative expenses
- $18,216
- Total expenses
- $454,759
- Net increase / (decrease)
- $554,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $16,257 | $1,044 |
| Hantz Financial Services Inc | FINANCIAL ADVISOR | not reported in the loaded dataset | $7,157 |
| The Benefit Advantage | TPA | $1,859 | not reported in the loaded dataset |
| Hantz Agency LLC | FINANCIAL ADVISOR | not reported in the loaded dataset | $699 |
| Fidelity Investments Institutional | RECORDKEEPER | $100 | not reported in the loaded dataset |