Rose-Hulman Institute Of Technology Money Purchase Purchase Plan — Form 5500 plan (Rose-Hulman Institute Of Technology)

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, Rose-Hulman Institute Of Technology Money Purchase Purchase Plan is a benefit plan reported by Rose-Hulman Institute Of Technology under EIN 35-0868149 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,103 participants and $201,953,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rose-Hulman Institute Of Technology
EIN
35-0868149
Plan number
001
Plan type
2
Location
Terre Haute, IN
Latest filing year
2023
Participants
1,103
End-of-year plan assets
$201,953,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,103H, C20240723075504NAL0010897249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$201,953,419
Net assets (EOY)
$201,953,419
Net assets (BOY)
$178,109,620

Income & contributions

Employer contributions
$3,705,502
Participant contributions
$2,586,407
Total contributions
$6,891,260
Total income / additions
$33,620,839

Expenses & distributions

Benefits paid
$9,742,960
Administrative expenses
$34,080
Total expenses
$9,777,040
Net increase / (decrease)
$23,843,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Planpilot, LLCNONE$27,398not reported in the loaded dataset2023
Tiaa-Teachers Ins & Annuity AssocNONE$6,682not reported in the loaded dataset2023

Related Form 5500 pages