# Rose-Hulman Institute Of Technology Health & Welfare Plan
Source: https://planprovider.pro/companies/rose-hulman-institute-of-technology-350868149-507

> Rose-Hulman Institute Of Technology's Health & Welfare plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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