Kenmore Teachers Association Welfare Trust Plan — Form 5500 plan (Kenmore Teachers Association)
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, Kenmore Teachers Association Welfare Trust Plan is a benefit plan reported by Kenmore Teachers Association under EIN 16-1268457 and plan number 501. The latest loaded filing year is 2023. The filing reports 845 participants and $1,891,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kenmore Teachers Association
- EIN
- 16-1268457
- Plan number
- 501
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 845
- End-of-year plan assets
- $1,891,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 845 | H, C | 20250411124506NAL0023229329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,891,620
- Total liabilities (EOY)
- $62,495
- Net assets (EOY)
- $1,829,125
- Net assets (BOY)
- $1,612,641
Income & contributions
- Employer contributions
- $1,395,416
- Participant contributions
- $118,915
- Total contributions
- $1,514,331
- Total income / additions
- $1,576,575
Expenses & distributions
- Benefits paid
- $1,170,164
- Administrative expenses
- $189,927
- Total expenses
- $1,360,091
- Net increase / (decrease)
- $216,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Federation Of Teachers | PLAN SPONSOR | $78,972 | not reported in the loaded dataset | 2023 |
| Delta Dental Of New York Inc | NONE | $44,600 | not reported in the loaded dataset | 2023 |
| Kenmore-Town Of Tonawanda Ufsd | PLAN SPONSOR | $17,396 | not reported in the loaded dataset | 2023 |
| The Zlc Group Cpas LLC | NONE | $12,650 | not reported in the loaded dataset | 2023 |
| Jeffrey L Offhaus Cpa LLC | NONE | $7,680 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kenmore Teachers Association
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- American Federation Of Teachers — Schedule C compensation
- Delta Dental Of New York Inc — Schedule C compensation
- Kenmore-Town Of Tonawanda Ufsd — Schedule C compensation
- The Zlc Group Cpas LLC — Schedule C compensation
- Jeffrey L Offhaus Cpa LLC — Schedule C compensation