Retirement Plan For Employees Of The Kansas University Endowment Association — Form 5500 plan (Kansas University Endowment Association)
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, Retirement Plan For Employees Of The Kansas University Endowment Association is a benefit plan reported by Kansas University Endowment Association under EIN 48-0547734 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $53,331,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kansas University Endowment Association
- EIN
- 48-0547734
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrence, KS
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $53,331,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20250106111138NAL0012798912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,331,931
- Total liabilities (EOY)
- $128,675
- Net assets (EOY)
- $53,203,256
- Net assets (BOY)
- $46,243,498
Income & contributions
- Employer contributions
- $2,042,700
- Total contributions
- $2,042,700
- Total income / additions
- $8,995,113
Expenses & distributions
- Benefits paid
- $1,869,715
- Administrative expenses
- $165,640
- Total expenses
- $2,035,355
- Net increase / (decrease)
- $6,959,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra | NONE | $95,241 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $40,735 | not reported in the loaded dataset | 2023 |