2023 Form 5500 filing — Roosevelt University 403(B) Retirement 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 20250609091551NAL0013900497001) for Roosevelt University 403(B) Retirement Plan, reported by Roosevelt University under EIN 36-2167854 and plan number 005. It reports 1,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609091551NAL0013900497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roosevelt University
- EIN
- 36-2167854
- Plan number
- 005
- Location
- Chicago, IL
- Participants
- 1,028
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,494,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,494,787
- Employer contributions
- $74,775
- Participant contributions
- $2,449,860
- Total income / additions
- $18,950,420
- Benefits paid
- $12,333,623
- Administrative expenses
- $157,045
- Total expenses
- $12,552,619
- Net increase / (decrease)
- $6,397,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $81,465 | $0 |
| Multnomah Group, Inc | NONE | $55,380 | not reported in the loaded dataset |
| Crowe Llp | NONE | $19,750 | not reported in the loaded dataset |