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  2. Rotterdam Ventures, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Rotterdam Ventures, Inc.

EIN 22-1865964-real estate-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Health & Benefits
1
$2.4M premiums
Participants
423
220 HARBORSIDE DRIVE, SUITE 300 - SCHENECTADY, NY 12305518-356-4445LinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#002401(k)-$17.2M - 168 part#001Traditional DB-$3.6M - 71 part#504Mixed-$2.4M - 184 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

  • INC. EMPLOYEES Savings (#002)$17.2M
  • INC. EMPLOYEES' PENSION (#001)$3.6M
Total $20.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MORGAN STANLEY SMITH BARNEY$17.2M
  • (Not disclosed)$3.6M
Total $20.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES Savings (#002)168
  • INC. EMPLOYEES' PENSION (#001)71
Total 239Select a row to open it

Benefits portfolio analytics

1 plan / $2.4M premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$155K
  • Vision$155K
  • Life$155K
  • Long-term disability$155K
  • Other$155K
Total $2.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ROTTERDAM VENTURES, INC. EMPLOYEES SAVINGS PLAN

401(k)

Assets$17.2M
Participants168
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ROTTERDAM VENTURES, INC. EMPLOYEES' PENSION PLAN

Traditional DB

Assets$3.6M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

ROTTERDAM VENTURES, INC. WELFARE BENEFIT PLAN

Mixed - MVP HEALTH CARE

Premiums$2.4M
Covered lives184
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ROTTERDAM VENTURES, INC. EMPLOYEES SAVINGS PLAN401(k)$17.2M1682025
#001ROTTERDAM VENTURES, INC. EMPLOYEES' PENSION PLANTraditional DB$3.6M712025
  • ROTTERDAM VENTURES, INC. EMPLOYEES SAVINGS PLAN$17.2M
    #002 · 401(k) · 2025168
  • ROTTERDAM VENTURES, INC. EMPLOYEES' PENSION PLAN$3.6M
    #001 · Traditional DB · 202571

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504ROTTERDAM VENTURES, INC. WELFARE BENEFIT PLANMixedMVP HEALTH CARE$2.4M1842025
  • ROTTERDAM VENTURES, INC. WELFARE BENEFIT PLAN$2.4M
    #504 · Mixed · MVP HEALTH CARE · 2025184
Retirement plans
Health & Benefits plans

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