2023 Form 5500 filing — Kettering University Retirement Plan
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 20241011083605NAL0036421440001) for Kettering University Retirement Plan, reported by Kettering University under EIN 38-2410852 and plan number 001. It reports 892 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083605NAL0036421440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kettering University
- EIN
- 38-2410852
- Plan number
- 001
- Location
- Flint, MI
- Participants
- 892
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,023,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $189,023,466
- Employer contributions
- $2,201,660
- Participant contributions
- $2,049,953
- Total income / additions
- $30,092,308
- Benefits paid
- $20,919,457
- Administrative expenses
- $379,993
- Total expenses
- $21,299,450
- Net increase / (decrease)
- $8,792,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $68,457 | $0 |
| Millennium Advisory Services, Inc | NONE | $47,775 | not reported in the loaded dataset |
| Planpilot, LLC | NONE | $41,490 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $5,500 | not reported in the loaded dataset |