Roosevelt University 401(A) University Retirement Plan For Faculty And Administrators — Form 5500 plan (Roosevelt 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, Roosevelt University 401(A) University Retirement Plan For Faculty And Administrators is a benefit plan reported by Roosevelt University under EIN 36-2167854 and plan number 003. The latest loaded filing year is 2023. The filing reports 983 participants and $83,962,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roosevelt University
- EIN
- 36-2167854
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 983
- End-of-year plan assets
- $83,962,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 983 | H, C | 20250609092158NAL0013902273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,962,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,962,804
- Net assets (BOY)
- $79,696,345
Income & contributions
- Employer contributions
- $277,517
- Total contributions
- $277,517
- Total income / additions
- $11,748,567
Expenses & distributions
- Benefits paid
- $7,321,799
- Administrative expenses
- $147,967
- Total expenses
- $7,482,108
- Net increase / (decrease)
- $4,266,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $86,602 | $0 | 2023 |
| Multnomah Group, Inc | NONE | $41,365 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $18,250 | not reported in the loaded dataset | 2023 |