Plan5500

Emeriti Retiree Health Plan For Rose-Hulman Institute Of Technology — 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, Emeriti Retiree Health Plan For Rose-Hulman Institute Of Technology is a benefit plan reported by Rose-Hulman Institute Of Technology under EIN 35-0868149 and plan number 507. The latest loaded filing year is 2023. The filing reports 443 participants and $2,573,633 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,573,633
Participants443Covered participants reported
Assets / participant$5.8KComputed: assets ÷ participants$5,810 (computed)
Provider compensation$5.2K1 Schedule C provider row(s)$5,166
Plan sponsor
Rose-Hulman Institute Of Technology
EIN
35-0868149
Plan number
507
Plan type
2
Location
Terre Haute, IN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    443 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$956.8K
Total expenses$313.6K
Benefits paid / distributions$308.4K
Contributions
Employer$387.3K
Participant$198K
Full reported line items

Net assets

Total assets (EOY)
$2,573,633
Total liabilities (EOY)
$0
Net assets (EOY)
$2,573,633
Net assets (BOY)
$1,930,413

Income & contributions

Employer contributions
$387,257
Participant contributions
$198,045
Total contributions
$585,302
Total income / additions
$956,802

Expenses & distributions

Benefits paid
$308,416
Administrative expenses
$5,166
Total expenses
$313,582
Net increase / (decrease)
$643,220
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 66%Participant 34%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Emeriti Retirement Health Solutions$5.2K
    CONSULTANT · Direct $5.2K

Related Form 5500 pages