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, Roger Williams University Retirement Plan is a benefit plan reported by Roger Williams University under EIN 05-0277222 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,635 participants and $335,932,553 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $335,932,553
- Net assets (EOY)
- $335,932,553
- Net assets (BOY)
- $296,581,858
Income & contributions
- Employer contributions
- $4,943,395
- Participant contributions
- $5,516,702
- Total contributions
- $13,238,991
- Total income / additions
- $57,265,774
Expenses & distributions
- Benefits paid
- $17,738,654
- Administrative expenses
- $55,932
- Total expenses
- $17,915,079
- Net increase / (decrease)
- $39,350,695