How many benefit plans does Kimball Union Academy report on Form 5500?

Kimball Union Academy (EIN 02-0222147) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Kimball Union Academy?

The Employer Identification Number (EIN) reported for Kimball Union Academy is 02-0222147.

What is the latest Form 5500 filing year for Kimball Union Academy?

The latest loaded Form 5500 filing year for Kimball Union Academy is 2023.

Kimball Union Academy — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kimball Union Academy (EIN 02-0222147) is a plan sponsor located in Meriden, NH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 02-0222147
Location: Meriden, NH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $28,668,339
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $28,668,339

Contributions & income

Employer contributions: $748,915
Participant contributions: $581,544
Total income / additions: $5,117,094

Expenses & distributions

Benefits paid / distributions: $2,027,621
Total expenses: $2,080,563
Net increase / (decrease): $3,036,531

Coverage

Total reported participants: 488
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Kimball Union Academy plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Kimball Union Academy Dc Retirement Plan	001	364	$28,668,339	2023
Kimball Union Academy Health And Welfare Benefit Plan	503	124	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kimball Union Academy
Year	Plan	Participants	Schedules	Filing
2023	Kimball Union Academy Dc Retirement Plan	364	H, C	20241009091328NAL0009062771001
2023	Kimball Union Academy Health And Welfare Benefit Plan	124	—	20241211092212NAL0011286465001