2023 Form 5500 filing — The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Employee 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 20250415152142NAL0006081744001) for The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Employee Contributions, reported by Rensselaer Polytechnic Institute C/O Controllers Office under EIN 14-1340095 and plan number 005. It reports 4,145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415152142NAL0006081744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rensselaer Polytechnic Institute C/O Controllers Office
- EIN
- 14-1340095
- Plan number
- 005
- Location
- Troy, NY
- Participants
- 4,145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,998,361
- Total liabilities (EOY)
- $661
- Net assets (EOY)
- $57,997,700
- Participant contributions
- $5,981,812
- Total income / additions
- $14,773,570
- Benefits paid
- $2,010,174
- Administrative expenses
- $46,775
- Total expenses
- $2,056,949
- Net increase / (decrease)
- $12,716,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners - LLC | CONSULTANT | $21,750 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,688 | $0 |
| Tiaa - Teachedrs Insurance And Annu | RECORDKEEPER | $11,725 | $0 |