Contributory Defined Benefit Retirement Plan At Rensselaer Polytechnic Institute — Form 5500 plan (Rensselaer Polytechnic Institute C/O Controllers Office)
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, Contributory Defined Benefit Retirement Plan At Rensselaer Polytechnic Institute is a benefit plan reported by Rensselaer Polytechnic Institute C/O Controllers Office under EIN 14-1340095 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,129 participants and $234,815,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rensselaer Polytechnic Institute C/O Controllers Office
- EIN
- 14-1340095
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, NY
- Latest filing year
- 2023
- Participants
- 1,129
- End-of-year plan assets
- $234,815,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,129 | H, C | 20250415151937NAL0003523249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,815,196
- Total liabilities (EOY)
- $3,332,217
- Net assets (EOY)
- $231,482,979
- Net assets (BOY)
- $233,531,879
Income & contributions
- Employer contributions
- $1,970,000
- Total contributions
- $1,970,000
- Total income / additions
- $26,586,689
Expenses & distributions
- Benefits paid
- $26,591,256
- Administrative expenses
- $2,044,333
- Total expenses
- $28,635,589
- Net increase / (decrease)
- -$2,048,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Actuarial Retirement Services LLC | ACTUARY | $401,570 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | INVESTMENT CONSULTANT | $230,000 | not reported in the loaded dataset | 2023 |
| Silchester | INVESTMENT | $156,002 | not reported in the loaded dataset | 2023 |
| Western Asset Int | INVESTMENT | $91,325 | not reported in the loaded dataset | 2023 |
| Ir&M Us Intermediate | INVESTMENT | $83,901 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,050 | not reported in the loaded dataset | 2023 |
| John Bristol | INVESTMENT | $55,290 | not reported in the loaded dataset | 2023 |
| Ssga | INVESTMENT | $13,824 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rensselaer Polytechnic Institute C/O Controllers Office
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Troy, NY
- Actuarial Retirement Services LLC — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Silchester — Schedule C compensation
- Western Asset Int — Schedule C compensation
- Ir&M Us Intermediate — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- John Bristol — Schedule C compensation
- Ssga — Schedule C compensation