Ku Endowment Association Employees 401(K) Plan — 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, Ku Endowment Association Employees 401(K) Plan is a benefit plan reported by Kansas University Endowment Association under EIN 48-0547734 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $28,726,425 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
- 002
- Plan type
- 2
- Location
- Lawrence, KS
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $28,726,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241002154736NAL0009085393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,726,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,726,425
- Net assets (BOY)
- $26,859,530
Income & contributions
- Employer contributions
- $365,755
- Participant contributions
- $1,757,652
- Total contributions
- $2,360,348
- Total income / additions
- $6,334,364
Expenses & distributions
- Benefits paid
- $4,465,693
- Administrative expenses
- $1,776
- Total expenses
- $4,467,469
- Net increase / (decrease)
- $1,866,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,731 | $0 | 2023 |