Kendall Hunt Retirement Plan — Form 5500 plan (Kendall Hunt Publishing Company)
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, Kendall Hunt Retirement Plan is a benefit plan reported by Kendall Hunt Publishing Company under EIN 42-1426616 and plan number 001. The latest loaded filing year is 2023. The filing reports 990 participants and $77,144,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kendall Hunt Publishing Company
- EIN
- 42-1426616
- Plan number
- 001
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 990
- End-of-year plan assets
- $77,144,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 990 | H, C | 20250613084322NAL0015555843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,144,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,144,597
- Net assets (BOY)
- $66,120,043
Income & contributions
- Employer contributions
- $2,620,669
- Participant contributions
- $2,264,866
- Total contributions
- $4,997,590
- Total income / additions
- $16,533,576
Expenses & distributions
- Benefits paid
- $5,378,215
- Administrative expenses
- $130,807
- Total expenses
- $5,509,022
- Net increase / (decrease)
- $11,024,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dubuque Bank & Trust Company | RECORDKEEPER | $130,783 | $0 | 2023 |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $24 | not reported in the loaded dataset | 2023 |