The Management Tax Savings Investment Plan For Knights Of Columbus — Form 5500 plan (Knights Of Columbus)
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, The Management Tax Savings Investment Plan For Knights Of Columbus is a benefit plan reported by Knights Of Columbus under EIN 06-0416470 and plan number 004. The latest loaded filing year is 2023. The filing reports 853 participants and $139,497,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knights Of Columbus
- EIN
- 06-0416470
- Plan number
- 004
- Plan type
- 2
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 853
- End-of-year plan assets
- $139,497,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 853 | H, C | 20240830124955NAL0008383363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,497,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,497,334
- Net assets (BOY)
- $119,643,076
Income & contributions
- Employer contributions
- $2,124,865
- Participant contributions
- $6,743,134
- Total contributions
- $10,019,069
- Total income / additions
- $29,485,577
Expenses & distributions
- Benefits paid
- $9,545,445
- Administrative expenses
- $85,874
- Total expenses
- $9,631,319
- Net increase / (decrease)
- $19,854,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,080 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |