2023 Form 5500 filing — Rosalind Franklin University Of Medicine And Science Qualified Money Purchase Pension Plan And Trust
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 20241017145132NAL0033155553001) for Rosalind Franklin University Of Medicine And Science Qualified Money Purchase Pension Plan And Trust, reported by Rosalind Franklin University Of Medicine And Science under EIN 36-2181973 and plan number 003. It reports 1,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017145132NAL0033155553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rosalind Franklin University Of Medicine And Science
- EIN
- 36-2181973
- Plan number
- 003
- Location
- North Chicago, IL
- Participants
- 1,053
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,180,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,180,663
- Employer contributions
- $5,427,461
- Participant contributions
- $0
- Total income / additions
- $20,735,282
- Benefits paid
- $6,999,437
- Administrative expenses
- $77,237
- Total expenses
- $7,076,674
- Net increase / (decrease)
- $13,658,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $43,142 | $28,628 |
| Crowe Llp | NONE | $20,596 | not reported in the loaded dataset |
| Raymond James Financial Services | NONE | $6,750 | not reported in the loaded dataset |
| Concurrent Investment Advisors,LLC | NONE | $6,750 | not reported in the loaded dataset |