Home The Kennedy Center, Inc. The Kennedy Center, Inc. 403(B) Retirement Plan The Kennedy Center, Inc. 403(B) Retirement Plan — Form 5500 plan (The Kennedy Center, Inc.) 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 Kennedy Center, Inc. 403(B) Retirement Plan is a benefit plan reported by The Kennedy Center, Inc. under EIN 06-0709295 and plan number 002. The latest loaded filing year is 2023. The filing reports 690 participants and $1,049,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor The Kennedy Center, Inc.
EIN 06-0709295
Plan number 002
Plan type 2
Location Trumbull, CT
Latest filing year 2023
Participants 690
End-of-year plan assets $1,049,435 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 690 H, C 20240313145545NAL0024321523001 2023 718 H, C 20240313145835NAL0019872307001 2023 725 H, C 20240313150153NAL0019876419001 2023 760 H, C 20240313150451NAL0047250480001 2023 803 H, C 20240313150650NAL0038427889001 2023 797 H, C 20240313150938NAL0019881955001 2023 777 H, C 20240313151320NAL0043662880001 2023 828 H, C 20240313151512NAL0047278384001 2023 750 H, C 20240313151809NAL0038452449001 2023 696 H, C 20240313152049NAL0047293792001 2023 624 H, C 20240313152324NAL0047297776001 2023 662 H, C 20240313152603NAL0019897811001
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $1,049,435
Total liabilities (EOY) $0
Net assets (EOY) $1,049,435
Net assets (BOY) $756,551 Income & contributions
Participant contributions $110,594
Total contributions $111,272
Total income / additions $324,702 Expenses & distributions
Benefits paid $39,385
Administrative expenses $124
Total expenses $39,509
Net increase / (decrease) $285,193 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Newport Trust Company TRUSTEE $9,961 not reported in the loaded dataset 2023 Newport Trust Company TRUSTEE $7,995 not reported in the loaded dataset 2023 Newport Group, Inc RECORDKEEPER $6,268 $0 2023 Newport Group, Inc RECORDKEEPER $5,838 $0 2023 Newport Trust Company TRUSTEE $5,251 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources