2023 Form 5500 filing — The Kennedy Krieger Institute Pension 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 20241015105435NAL0047455232001) for The Kennedy Krieger Institute Pension Plan, reported by The Kennedy Krieger Institute under EIN 52-0607971 and plan number 001. It reports 863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105435NAL0047455232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Kennedy Krieger Institute
- EIN
- 52-0607971
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,365,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,365,303
- Employer contributions
- $0
- Total income / additions
- $6,765,038
- Benefits paid
- $3,108,401
- Administrative expenses
- $272,516
- Total expenses
- $3,380,917
- Net increase / (decrease)
- $3,384,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boomershine Consulting Group, LLC | NONE | $92,759 | not reported in the loaded dataset |
| Vanguard Advisors Inc. | NONE | $55,859 | not reported in the loaded dataset |
| Sc & H Attest Services, P.C. | NONE | $18,200 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $12,777 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $10,073 | not reported in the loaded dataset |