Kenyon College Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Kenyon College)

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, Kenyon College Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Kenyon College under EIN 31-4379507 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,727 participants and $295,819,836 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kenyon College
EIN
31-4379507
Plan number
003
Plan type
2
Location
Gambier, OH
Latest filing year
2023
Participants
1,727
End-of-year plan assets
$295,819,836

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,727H, C20241014093546NAL0014708883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$295,819,836
Total liabilities (EOY)
$0
Net assets (EOY)
$295,819,836
Net assets (BOY)
$261,539,008

Income & contributions

Employer contributions
$4,389,235
Participant contributions
$4,259,884
Total contributions
$10,150,601
Total income / additions
$47,069,093

Expenses & distributions

Benefits paid
$12,625,019
Administrative expenses
$159,158
Total expenses
$12,788,265
Net increase / (decrease)
$34,280,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - CrefNONE$126,704$02023
Cbiz Investment Advisory ServicesNONE$32,454not reported in the loaded dataset2023

Related Form 5500 pages