2023 Form 5500 filing — Monroe College, Ltd. Retirement Savings 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 20241010105856NAL0009931923001) for Monroe College, Ltd. Retirement Savings Plan, reported by Monroe College, Ltd. under EIN 13-2501225 and plan number 002. It reports 754 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105856NAL0009931923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monroe College, Ltd.
- EIN
- 13-2501225
- Plan number
- 002
- Location
- Bronx, NY
- Participants
- 754
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,883,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,883,734
- Employer contributions
- $1,233,389
- Participant contributions
- $2,866,000
- Total income / additions
- $18,588,344
- Benefits paid
- $7,911,563
- Administrative expenses
- $317,786
- Total expenses
- $8,229,349
- Net increase / (decrease)
- $10,358,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pronvest | NONE | $153,667 | not reported in the loaded dataset |
| Bookmark Advisors | NONE | $100,000 | not reported in the loaded dataset |
| Nwps | NONE | $64,119 | not reported in the loaded dataset |