2023 Form 5500 filing — Roger Williams University 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 20241014073509NAL0025665121001) for Roger Williams University Retirement Plan, reported by Roger Williams University under EIN 05-0277222 and plan number 001. It reports 3,635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073509NAL0025665121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roger Williams University
- EIN
- 05-0277222
- Plan number
- 001
- Location
- Bristol, RI
- Participants
- 3,635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $335,932,553
- Net assets (EOY)
- $335,932,553
- Employer contributions
- $4,943,395
- Participant contributions
- $5,516,702
- Total income / additions
- $57,265,774
- Benefits paid
- $17,738,654
- Administrative expenses
- $55,932
- Total expenses
- $17,915,079
- Net increase / (decrease)
- $39,350,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $44,214 | $0 |
| Variable Annuity Life Insurance Co | NONE | $11,541 | $0 |