University Of Rochester Retirement Program — Form 5500 plan (University Of Rochester)
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, University Of Rochester Retirement Program is a benefit plan reported by University Of Rochester under EIN 16-0743209 and plan number 003. The latest loaded filing year is 2023. The filing reports 42,413 participants and $7,214,339,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Rochester
- EIN
- 16-0743209
- Plan number
- 003
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 42,413
- End-of-year plan assets
- $7,214,339,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,413 | H, C | 20250411145159NAL0023386465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,214,339,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,214,339,559
- Net assets (BOY)
- $6,362,782,969
Income & contributions
- Employer contributions
- $153,134,979
- Participant contributions
- $177,370,262
- Total contributions
- $368,407,631
- Total income / additions
- $1,224,842,587
Expenses & distributions
- Benefits paid
- $371,769,620
- Administrative expenses
- $1,516,377
- Total expenses
- $373,285,997
- Net increase / (decrease)
- $851,556,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORD KEEPING | $1,294,106 | $0 | 2023 |
| Aon Hewitt Invesment Consulting, In | INVESTMENT MANAGEMENT | $98,000 | not reported in the loaded dataset | 2023 |
| Command Financial Press Corp. | NONE | $46,360 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | AUDITOR | $45,000 | not reported in the loaded dataset | 2023 |
| Nixon Peabody Llp | ATTORNEY | $32,911 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Rochester
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Tiaa — Schedule C compensation
- Aon Hewitt Invesment Consulting, In — Schedule C compensation
- Command Financial Press Corp. — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Nixon Peabody Llp — Schedule C compensation