Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

15 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 741109620 Clear all

Companies

companyWilliam Marsh Rice University
$1.6Breported plan assets
EIN: 74-1109620Location: TXPlans: 3Participants: 25,110Latest: 2023
View company financial profile →

Plans

planWilliam Marsh Rice University Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
$831.3Mreported assets (EOY)
Sponsor: William Marsh Rice UniversityEIN: 74-1109620Plan: 009Participants: 11,846Assets: $831,309,998Net assets: $831.3MAssets / participant: $70.2KLocation: Houston, TXLatest: 2023
View financial statement →
planWilliam Marsh Rice University Supplemental 403(B) PlanFinancial statementProvider compensation2023 filing
$763.7Mreported assets (EOY)
Sponsor: William Marsh Rice UniversityEIN: 74-1109620Plan: 002Participants: 9,086Assets: $763,696,889Net assets: $763.7MAssets / participant: $84.1KLocation: Houston, TXLatest: 2023
View financial statement →
planWilliam Marsh Rice University Health And Welfare Plan2023 filing
Sponsor: William Marsh Rice UniversityEIN: 74-1109620Plan: 511Participants: 4,178Assets: not reported in the loaded datasetLocation: Houston, TXLatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — William Marsh Rice University Supplemental 403(B) Plan
Sponsor: William Marsh Rice UniversityEIN: 74-1109620Plan: 002Ack ID: 20241011171456NAL0022412641001
filing2023 Form 5500 — William Marsh Rice University Defined Contribution Retirement Plan
Sponsor: William Marsh Rice UniversityEIN: 74-1109620Plan: 009Ack ID: 20241011171711NAL0022416897001
filing2023 Form 5500 — William Marsh Rice University Health And Welfare Plan
Sponsor: William Marsh Rice UniversityEIN: 74-1109620Plan: 511Ack ID: 20250410101954NAL0011700595001