Kennedy Krieger Institute Retirement Savings Plan — Form 5500 plan (Kennedy Krieger Institute)
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, Kennedy Krieger Institute Retirement Savings Plan is a benefit plan reported by Kennedy Krieger Institute under EIN 52-0607971 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,233 participants and $376,275,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennedy Krieger Institute
- EIN
- 52-0607971
- Plan number
- 005
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 4,233
- End-of-year plan assets
- $376,275,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,233 | H, C | 20241010122900NAL0020968689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $376,275,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $376,275,207
- Net assets (BOY)
- $302,180,018
Income & contributions
- Employer contributions
- $10,352,182
- Participant contributions
- $18,059,142
- Total contributions
- $29,843,501
- Total income / additions
- $89,243,059
Expenses & distributions
- Benefits paid
- $15,236,165
- Administrative expenses
- -$101,700
- Total expenses
- $15,147,870
- Net increase / (decrease)
- $74,095,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $74,629 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | PLAN ADMINISTRATOR | $40,000 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | CONSULTANT | $40,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$256,256 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kennedy Krieger Institute
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Strategic Advisors, Inc. — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation