Rider University Tax Deferred Annuity Plan — Form 5500 plan (Rider University)

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, Rider University Tax Deferred Annuity Plan is a benefit plan reported by Rider University under EIN 21-0650678 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,134 participants and $103,053,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rider University
EIN
21-0650678
Plan number
003
Plan type
2
Location
Lawrenceville, NJ
Latest filing year
2023
Participants
1,134
End-of-year plan assets
$103,053,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,134H, C20250613142850NAL0017959633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,053,485
Total liabilities (EOY)
$0
Net assets (EOY)
$103,053,485
Net assets (BOY)
$95,918,377

Income & contributions

Participant contributions
$2,106,873
Total contributions
$2,401,815
Total income / additions
$15,554,326

Expenses & distributions

Benefits paid
$8,378,335
Administrative expenses
$34,515
Total expenses
$8,419,218
Net increase / (decrease)
$7,135,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$34,515$02023

Related Form 5500 pages