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 Optional Retirement Plan is a benefit plan reported by The Research Foundation For Suny under EIN 14-1368361 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,845 participants and $960,486,518 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $960,486,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $960,486,518
- Net assets (BOY)
- $878,305,837
Income & contributions
- Participant contributions
- $21,555,819
- Total contributions
- $31,078,491
- Total income / additions
- $140,710,144
Expenses & distributions
- Benefits paid
- $58,275,135
- Administrative expenses
- $254,328
- Total expenses
- $58,529,463
- Net increase / (decrease)
- $82,180,681