The Research Foundation For Suny Retirement Plan — Form 5500 plan (The Research Foundation For Suny)

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 Research Foundation For Suny Retirement Plan is a benefit plan reported by The Research Foundation For Suny under EIN 14-1368361 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,590 participants and $1,177,491,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Research Foundation For Suny
EIN
14-1368361
Plan number
001
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
17,590
End-of-year plan assets
$1,177,491,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,590H, C20241008145922NAL0034155698001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,177,491,602
Total liabilities (EOY)
$0
Net assets (EOY)
$1,177,491,602
Net assets (BOY)
$1,065,250,862

Income & contributions

Employer contributions
$32,133,873
Total contributions
$32,493,369
Total income / additions
$169,595,297

Expenses & distributions

Benefits paid
$56,940,475
Administrative expenses
$414,082
Total expenses
$57,354,557
Net increase / (decrease)
$112,240,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$212,229$02023
Capfinancial Partners, LLCNONE$201,853not reported in the loaded dataset2023

Related Form 5500 pages