2023 Form 5500 filing — The Management Tax Savings Investment Plan For Knights Of Columbus
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 20240830124955NAL0008383363001) for The Management Tax Savings Investment Plan For Knights Of Columbus, reported by Knights Of Columbus under EIN 06-0416470 and plan number 004. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830124955NAL0008383363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knights Of Columbus
- EIN
- 06-0416470
- Plan number
- 004
- Location
- New Haven, CT
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,497,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,497,334
- Employer contributions
- $2,124,865
- Participant contributions
- $6,743,134
- Total income / additions
- $29,485,577
- Benefits paid
- $9,545,445
- Administrative expenses
- $85,874
- Total expenses
- $9,631,319
- Net increase / (decrease)
- $19,854,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,080 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |