Kettering University Retirement Plan — Form 5500 plan (Kettering University)
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, Kettering University Retirement Plan is a benefit plan reported by Kettering University under EIN 38-2410852 and plan number 001. The latest loaded filing year is 2023. The filing reports 892 participants and $189,023,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kettering University
- EIN
- 38-2410852
- Plan number
- 001
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 892
- End-of-year plan assets
- $189,023,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 892 | H, C | 20241011083605NAL0036421440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,023,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $189,023,466
- Net assets (BOY)
- $180,230,608
Income & contributions
- Employer contributions
- $2,201,660
- Participant contributions
- $2,049,953
- Total contributions
- $5,751,091
- Total income / additions
- $30,092,308
Expenses & distributions
- Benefits paid
- $20,919,457
- Administrative expenses
- $379,993
- Total expenses
- $21,299,450
- Net increase / (decrease)
- $8,792,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $68,457 | $0 | 2023 |
| Millennium Advisory Services, Inc | NONE | $47,775 | not reported in the loaded dataset | 2023 |
| Planpilot, LLC | NONE | $41,490 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kettering University
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Flint, MI
- Tiaa — Schedule C compensation
- Millennium Advisory Services, Inc — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation