Kansas City University Retirement Plan — Form 5500 plan (Kansas City 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, Kansas City University Retirement Plan is a benefit plan reported by Kansas City University under EIN 44-0545280 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $84,830,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kansas City University
- EIN
- 44-0545280
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 779
- End-of-year plan assets
- $84,830,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 779 | H, C | 20241004160605NAL0006835091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,830,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,830,875
- Net assets (BOY)
- $72,278,443
Income & contributions
- Employer contributions
- $3,559,856
- Participant contributions
- $2,889,282
- Total contributions
- $7,474,861
- Total income / additions
- $18,727,952
Expenses & distributions
- Benefits paid
- $6,082,273
- Administrative expenses
- $93,247
- Total expenses
- $6,175,520
- Net increase / (decrease)
- $12,552,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $62,821 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Company | RECORD KEEPER | $30,426 | $0 | 2023 |