Kimball Union Academy Dc Retirement Plan — Form 5500 plan (Kimball Union Academy)
Plain-English plan 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, Kimball Union Academy Dc Retirement Plan is a benefit plan reported by Kimball Union Academy under EIN 02-0222147 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $28,668,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kimball Union Academy
- EIN
- 02-0222147
- Plan number
- 001
- Plan type
- 2
- Location
- Meriden, NH
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $28,668,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20241009091328NAL0009062771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,668,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,668,339
- Net assets (BOY)
- $25,631,808
Income & contributions
- Employer contributions
- $748,915
- Participant contributions
- $581,544
- Total contributions
- $1,390,331
- Total income / additions
- $5,117,094
Expenses & distributions
- Benefits paid
- $2,027,621
- Administrative expenses
- $52,942
- Total expenses
- $2,080,563
- Net increase / (decrease)
- $3,036,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trg Investment Advisors, LLC | not reported in the loaded dataset | $33,197 | not reported in the loaded dataset | 2023 |
| Tiaa- Teachers Insurance And Annuit | not reported in the loaded dataset | $19,744 | not reported in the loaded dataset | 2023 |