How many benefit plans does Kiavi, Inc. report on Form 5500?

Kiavi, Inc. (EIN 46-3089169) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Kiavi, Inc.?

The Employer Identification Number (EIN) reported for Kiavi, Inc. is 46-3089169.

What is the latest Form 5500 filing year for Kiavi, Inc.?

The latest loaded Form 5500 filing year for Kiavi, Inc. is 2023.

Kiavi, Inc. — 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, Kiavi, Inc. (EIN 46-3089169) is a plan sponsor located in Pittsburg, PA with 1 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: 46-3089169
Location: Pittsburg, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $23,870,046
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $23,870,046

Contributions & income

Employer contributions: $1,622,926
Participant contributions: $3,523,217
Total income / additions: $9,097,132

Expenses & distributions

Benefits paid / distributions: $1,182,794
Total expenses: $1,212,228
Net increase / (decrease): $7,884,904

Coverage

Total reported participants: 955
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

Kiavi, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Kiavi, Inc. Retirement Trust	001	521	$23,870,046	2023
Kiavi, Inc. Health And Welfare Plan	501	434	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 Kiavi, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Kiavi, Inc. Health And Welfare Plan	434	—	20240627202725NAL0007097843001
2023	Kiavi, Inc. Retirement Trust	521	H, C	20241011155035NAL0037565552001