2023 Form 5500 filing — Keck Graduate Institute Of Applied Life Sciences Academic 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 20241014134002NAL0013372099001) for Keck Graduate Institute Of Applied Life Sciences Academic Retirement Plan, reported by Keck Graduate Institute under EIN 95-4625327 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$46.8MReported net assets$46,762,660
Participants363
Provider compensation$14.5K1 Schedule C row(s)$14,493
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014134002NAL0013372099001
Plan sponsor
Keck Graduate Institute
EIN
95-4625327
Plan number
001
Location
Claremont, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$46.8M total assets
Net assets$46.8MLiabilities$0
Money in vs. money out
Total income / additions$9.2M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$1.5M
Participant$964.8K
Full reported line items
Total assets (EOY)
$46,762,660
Total liabilities (EOY)
$0
Net assets (EOY)
$46,762,660
Employer contributions
$1,548,731
Participant contributions
$964,750
Total income / additions
$9,150,166
Benefits paid
$2,926,625
Administrative expenses
$14,493
Total expenses
$2,941,118
Net increase / (decrease)
$6,209,048

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaNONE$14,493$0

Related Form 5500 pages