Robert Morris University Defined Contribution Retirement Plan — Form 5500 plan (Robert Morris 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, Robert Morris University Defined Contribution Retirement Plan is a benefit plan reported by Robert Morris University under EIN 25-1120678 and plan number 001. The latest loaded filing year is 2023. The filing reports 638 participants and $170,653,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert Morris University
- EIN
- 25-1120678
- Plan number
- 001
- Plan type
- 2
- Location
- Moon Township, PA
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $170,653,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20241011100940NAL0022542929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,653,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,653,535
- Net assets (BOY)
- $161,569,310
Income & contributions
- Employer contributions
- $2,601,961
- Participant contributions
- $3,844,606
- Total contributions
- $6,504,092
- Total income / additions
- $30,280,194
Expenses & distributions
- Benefits paid
- $20,994,343
- Administrative expenses
- $201,626
- Total expenses
- $21,195,969
- Net increase / (decrease)
- $9,084,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | CONSULTANT | $80,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $69,492 | $0 | 2023 |
| Deloitte & Touche, Llp | AUDITOR | $40,367 | not reported in the loaded dataset | 2023 |
| Corebridge | CONTRACT ADMINISTRATOR | $8,738 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robert Morris University
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Moon Township, PA
- Global Retirement Partners LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Deloitte & Touche, Llp — Schedule C compensation
- Corebridge — Schedule C compensation
- National Financial Services — Schedule C compensation