The College Of Saint Rose 403(B) Retirement 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 403(B) Retirement Plan is a benefit plan reported by The College Of Saint Rose under EIN 14-1338371 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,090 participants and $129,256,773 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
002
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
1,090
End-of-year plan assets
$129,256,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,090H, C20240903064532NAL0038459970001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$129,256,773
Total liabilities (EOY)
$0
Net assets (EOY)
$129,256,773
Net assets (BOY)
$118,405,177

Income & contributions

Employer contributions
$603,990
Participant contributions
$1,344,553
Total contributions
$2,725,244
Total income / additions
$18,482,855

Expenses & distributions

Benefits paid
$7,592,317
Administrative expenses
$38,942
Total expenses
$7,631,259
Net increase / (decrease)
$10,851,596

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CaptrustNONE$33,750not reported in the loaded dataset2023
TiaaNONE$5,192$02023

Related Form 5500 pages