The College Of Saint Rose Non-Contract Employees' Pension Plan — Form 5500 plan (The College Of Saint Rose)
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, The College Of Saint Rose Non-Contract Employees' Pension Plan is a benefit plan reported by The College Of Saint Rose under EIN 14-1338371 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $3,428,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The College Of Saint Rose
- EIN
- 14-1338371
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $3,428,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20250103094257NAL0003575457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,428,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,428,971
- Net assets (BOY)
- $4,162,000
Income & contributions
- Employer contributions
- $131,582
- Total contributions
- $131,582
- Total income / additions
- $480,970
Expenses & distributions
- Benefits paid
- $1,162,573
- Administrative expenses
- $51,426
- Total expenses
- $1,213,999
- Net increase / (decrease)
- -$733,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Inc. | NONE | $38,941 | not reported in the loaded dataset | 2023 |
| Key Trust | NONE | $9,722 | $0 | 2023 |