Rochester University Retirement Benefits Plan — Form 5500 plan (Rochester 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, Rochester University Retirement Benefits Plan is a benefit plan reported by Rochester University under EIN 38-1619831 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $4,726,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester University
- EIN
- 38-1619831
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester Hills, MI
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $4,726,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20240906102504NAL0000616163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,726,134
- Net assets (EOY)
- $4,726,134
- Net assets (BOY)
- $4,171,681
Income & contributions
- Participant contributions
- $310,028
- Total contributions
- $310,028
- Total income / additions
- $1,009,212
Expenses & distributions
- Benefits paid
- $436,543
- Administrative expenses
- $18,216
- Total expenses
- $454,759
- Net increase / (decrease)
- $554,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $16,257 | $1,044 | 2023 |
| Hantz Financial Services Inc | FINANCIAL ADVISOR | not reported in the loaded dataset | $7,157 | 2023 |
| The Benefit Advantage | TPA | $1,859 | not reported in the loaded dataset | 2023 |
| Hantz Agency LLC | FINANCIAL ADVISOR | not reported in the loaded dataset | $699 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester University
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Rochester Hills, MI
- Nationwide — Schedule C compensation
- Hantz Financial Services Inc — Schedule C compensation
- The Benefit Advantage — Schedule C compensation
- Hantz Agency LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation