Pippa Passes, KY Form 5500 retirement and benefit plan filings

City Form 5500 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, Pippa Passes, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $26,144,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Pippa Passes

  • 2 loaded plans hold $26.1M in reported assets across 1 sponsors.
  • The largest, Tiaa-Cref Retirement Plan Of Alice Lloyd College, holds 100% of reported Pippa Passes plan assets.
  • Plans cover 462 participants — about 231 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.1MSummed across loaded plans$26,144,725
Total reported assets$26.1M$26,144,725
Total reported participants462
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$26.1M total assets
Net assets$26.1MLiabilities
Contributions & income
Employer contributions$288.2K
Participant contributions$303.3K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pippa Passes, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Pippa Passes market comparison

Largest plan share of assets100%Tiaa-Cref Retirement Plan Of Alice Lloyd College
Participants per plan231Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pippa Passes

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Alice Lloyd College · 2023
  2. 2
    Alice Lloyd College Employee Benefits Plannot reported in the loaded dataset
    Alice Lloyd College · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pippa Passes, KY?
2 plan(s) reported by 1 sponsor(s) are loaded for Pippa Passes, KY.

Related Form 5500 pages