2023 Form 5500 filing — Rollins College 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 20241014124810NAL0052301842001) for Rollins College Retirement Plan, reported by Rollins College under EIN 59-0624440 and plan number 001. It reports 2,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124810NAL0052301842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rollins College
- EIN
- 59-0624440
- Plan number
- 001
- Location
- Winter Park, FL
- Participants
- 2,752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $196,346,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,346,174
- Employer contributions
- $5,560,987
- Participant contributions
- $5,238,304
- Total income / additions
- $38,664,557
- Benefits paid
- $12,712,152
- Administrative expenses
- $350,125
- Total expenses
- $12,998,244
- Net increase / (decrease)
- $25,666,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $154,060 | $0 |
| Voya Retirement Advisors | INVESTMENT ADVISOR | $98,081 | not reported in the loaded dataset |
| Cerity | INVESTMENT ADVISOR | $83,164 | not reported in the loaded dataset |
| Forvis | ACCOUNTANT | $14,300 | not reported in the loaded dataset |