2023 Form 5500 filing — The College Of Saint Rose Non-Contract Employees' Pension 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 20250103094257NAL0003575457001) for The College Of Saint Rose Non-Contract Employees' Pension Plan, reported by The College Of Saint Rose under EIN 14-1338371 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103094257NAL0003575457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The College Of Saint Rose
- EIN
- 14-1338371
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,428,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,428,971
- Employer contributions
- $131,582
- Total income / additions
- $480,970
- Benefits paid
- $1,162,573
- Administrative expenses
- $51,426
- Total expenses
- $1,213,999
- Net increase / (decrease)
- -$733,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc. | NONE | $38,941 | not reported in the loaded dataset |
| Key Trust | NONE | $9,722 | $0 |