The Knights Of Columbus Tax Savings Investment Plan For U.S. Agents — 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 Knights Of Columbus Tax Savings Investment Plan For U.S. Agents is a benefit plan reported by Knights Of Columbus under EIN 06-0416470 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,011 participants and $39,805,228 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
005
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
1,011
End-of-year plan assets
$39,805,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,011H, C20240830103305NAL0023710864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,805,228
Total liabilities (EOY)
$0
Net assets (EOY)
$39,805,228
Net assets (BOY)
$33,682,627

Income & contributions

Participant contributions
$2,833,735
Total contributions
$3,641,194
Total income / additions
$9,229,985

Expenses & distributions

Benefits paid
$3,078,760
Administrative expenses
$28,624
Total expenses
$3,107,384
Net increase / (decrease)
$6,122,601

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,843$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages