Rivier University 403(B) Plan — Form 5500 plan (Rivier University)
Plain-English plan 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, Rivier University 403(B) Plan is a benefit plan reported by Rivier University under EIN 02-0223339 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $41,462,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rivier University
- EIN
- 02-0223339
- Plan number
- 001
- Plan type
- 2
- Location
- Nashua, NH
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $41,462,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20241015112127NAL0028184033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,462,815
- Net assets (EOY)
- $41,462,815
- Net assets (BOY)
- $36,560,783
Income & contributions
- Employer contributions
- $466,346
- Participant contributions
- $1,139,594
- Total contributions
- $1,791,225
- Total income / additions
- $6,895,486
Expenses & distributions
- Benefits paid
- $1,953,987
- Administrative expenses
- $39,467
- Total expenses
- $1,993,454
- Net increase / (decrease)
- $4,902,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $19,617 | $0 | 2023 |