Rocky Mountain Institute Tax Sheltered Annuity Plan — Form 5500 plan (Rocky Mountain 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, Rocky Mountain Institute Tax Sheltered Annuity Plan is a benefit plan reported by Rocky Mountain Institute under EIN 74-2244146 and plan number 001. The latest loaded filing year is 2023. The filing reports 665 participants and $41,804,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Mountain Institute
- EIN
- 74-2244146
- Plan number
- 001
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 665
- End-of-year plan assets
- $41,804,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 665 | H, C | 20241011130528NAL0021909041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,804,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,804,495
- Net assets (BOY)
- $28,913,322
Income & contributions
- Employer contributions
- $3,102,281
- Participant contributions
- $5,736,499
- Total contributions
- $9,892,706
- Total income / additions
- $16,137,438
Expenses & distributions
- Benefits paid
- $3,108,295
- Administrative expenses
- $137,889
- Total expenses
- $3,246,265
- Net increase / (decrease)
- $12,891,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,888 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $66,017 | 2023 |