Rti International Retiree Health Plan — Form 5500 plan (Research Triangle Institute)

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, Rti International Retiree Health Plan is a benefit plan reported by Research Triangle Institute under EIN 56-0686338 and plan number 509. The latest loaded filing year is 2023. The filing reports 4,175 participants and $17,038,106 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17MPlan net assets, end of year$16,990,029
Participants4.2KCovered participants reported4,175
Assets / participant$4.1KComputed: assets ÷ participants$4,081 (computed)
Provider compensation$93.1K2 Schedule C provider row(s)$93,094
Plan sponsor
Research Triangle Institute
EIN
56-0686338
Plan number
509
Plan type
2
Location
Research Triangle Park, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    4,175 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)$17M total assets
Net assets$17MLiabilities$48.1K
Money in vs. money out
Total income / additions$3.3M
Total expenses$717.8K
Benefits paid / distributions$620.4K
Contributions
EmployerNot reported
Participant$256.7K
Full reported line items

Net assets

Total assets (EOY)
$17,038,106
Total liabilities (EOY)
$48,077
Net assets (EOY)
$16,990,029
Net assets (BOY)
$14,402,174

Income & contributions

Participant contributions
$256,700
Total contributions
$256,700
Total income / additions
$3,305,628

Expenses & distributions

Benefits paid
$620,407
Administrative expenses
$97,366
Total expenses
$717,773
Net increase / (decrease)
$2,587,855
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.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    NONE · Direct $57.5K
  2. 2
    NONE · Direct $35.6K

What to inspect next

Frequently asked questions

Who sponsors the Rti International Retiree Health Plan?
Rti International Retiree Health Plan is reported as sponsored by Research Triangle Institute (EIN 56-0686338, plan number 509) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rti International Retiree Health Plan?
The latest Form 5500 filing year loaded for Rti International Retiree Health Plan is 2023.
How many participants does Rti International Retiree Health Plan report?
Rti International Retiree Health Plan reports 4,175 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rti International Retiree Health Plan?
Rti International Retiree Health Plan reports $17,038,106 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages