Plan Snapshot
- Plan Sponsor: Rose-Hulman Institute Of Technology
- Sponsor EIN: 350868149
- Sponsor Address: 5500 WABASH AVENUE, TERRE HAUTE, IN, 47803
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 341
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 341 | $3.3M | $391,162 | $234,600 |
| 2023 | 353 | $2.6M | $387,257 | $198,045 |
| 2022 | 323 | $1.9M | $392,321 | $197,084 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $6,318 | — | $6,318 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,318
- Estimated Expense Ratio: 0.194% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,318 | — | $6,318 | — | — |
| 2023 | $5,166 | — | $5,166 | — | — |
| 2022 | $3,603 | — | $3,603 | — | — |