Knox College Retirement Plan — Form 5500 plan (Knox 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, Knox College Retirement Plan is a benefit plan reported by Knox College under EIN 37-0673513 and plan number 001. The latest loaded filing year is 2023. The filing reports 793 participants and $105,559,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knox College
- EIN
- 37-0673513
- Plan number
- 001
- Plan type
- 2
- Location
- Galesburg, IL
- Latest filing year
- 2023
- Participants
- 793
- End-of-year plan assets
- $105,559,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 793 | H, C | 20250328092536NAL0001536480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,559,155
- Total liabilities (EOY)
- $24,903
- Net assets (EOY)
- $105,534,252
- Net assets (BOY)
- $96,449,411
Income & contributions
- Employer contributions
- $797,827
- Participant contributions
- $1,554,101
- Total contributions
- $2,741,281
- Total income / additions
- $16,349,506
Expenses & distributions
- Benefits paid
- $7,150,186
- Administrative expenses
- $92,348
- Total expenses
- $7,267,030
- Net increase / (decrease)
- $9,082,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $59,268 | $0 | 2023 |
| Planpilot, LLC | ADVISOR | $19,730 | not reported in the loaded dataset | 2023 |
| Sikich Llp | AUDITOR | $12,700 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $650 | not reported in the loaded dataset | 2023 |