2023 Form 5500 filing — The Knights Of Columbus Tax Savings Investment Plan For U.S. Agents
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830103305NAL0023710864001) for The Knights Of Columbus Tax Savings Investment Plan For U.S. Agents, reported by Knights Of Columbus under EIN 06-0416470 and plan number 005. It reports 1,011 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830103305NAL0023710864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knights Of Columbus
- EIN
- 06-0416470
- Plan number
- 005
- Location
- New Haven, CT
- Participants
- 1,011
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,805,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,805,228
- Participant contributions
- $2,833,735
- Total income / additions
- $9,229,985
- Benefits paid
- $3,078,760
- Administrative expenses
- $28,624
- Total expenses
- $3,107,384
- Net increase / (decrease)
- $6,122,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,843 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |