2023 Form 5500 filing — Rivier University 403(B) 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 20241015112127NAL0028184033001) for Rivier University 403(B) Plan, reported by Rivier University under EIN 02-0223339 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112127NAL0028184033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rivier University
- EIN
- 02-0223339
- Plan number
- 001
- Location
- Nashua, NH
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,462,815
- Net assets (EOY)
- $41,462,815
- Employer contributions
- $466,346
- Participant contributions
- $1,139,594
- Total income / additions
- $6,895,486
- Benefits paid
- $1,953,987
- Administrative expenses
- $39,467
- Total expenses
- $1,993,454
- Net increase / (decrease)
- $4,902,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | NONE | $20,000 | not reported in the loaded dataset |
| Tiaa | NONE | $19,617 | $0 |