2023 Form 5500 filing — The Research Foundation For Suny Optional 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 20241008145454NAL0016894737001) for The Research Foundation For Suny Optional Retirement Plan, reported by The Research Foundation For Suny under EIN 14-1368361 and plan number 003. It reports 9,845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145454NAL0016894737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Research Foundation For Suny
- EIN
- 14-1368361
- Plan number
- 003
- Location
- Albany, NY
- Participants
- 9,845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $960,486,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $960,486,518
- Participant contributions
- $21,555,819
- Total income / additions
- $140,710,144
- Benefits paid
- $58,275,135
- Administrative expenses
- $254,328
- Total expenses
- $58,529,463
- Net increase / (decrease)
- $82,180,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $153,990 | $0 |
| Capfinancial Partners, LLC | NONE | $100,338 | not reported in the loaded dataset |