2023 Form 5500 filing — Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Rensselaer Contributions
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 20250415152025NAL0005866624001) for Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Rensselaer Contributions, reported by Rensselaer Polytechnic Institute C/O Controllers Office under EIN 14-1340095 and plan number 006. It reports 3,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415152025NAL0005866624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rensselaer Polytechnic Institute C/O Controllers Office
- EIN
- 14-1340095
- Plan number
- 006
- Location
- Troy, NY
- Participants
- 3,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $336,399,375
- Total liabilities (EOY)
- $338,349
- Net assets (EOY)
- $336,061,026
- Employer contributions
- $11,961,555
- Total income / additions
- $60,704,811
- Benefits paid
- $11,799,199
- Administrative expenses
- $224,266
- Total expenses
- $12,023,465
- Net increase / (decrease)
- $48,681,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $87,557 | $0 |
| Tiaa - Teachers Insurance And Ann | RECORDKEEPER | $68,196 | $0 |
| Cap Financial Partners | CONSULTANT | $43,500 | not reported in the loaded dataset |
| Cap Financial Partners | CONSULTANT | $21,750 | not reported in the loaded dataset |