Berea, KY Form 5500 retirement and benefit plan filings
City Form 5500 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, Berea, KY has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $163,751,586 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $163,751,586
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $163,751,586
Contributions & income
- Employer contributions
- $3,185,039
- Participant contributions
- $3,310,354
- Total income / additions
- $27,335,184
Expenses & distributions
- Benefits paid / distributions
- $8,539,667
- Total expenses
- $8,734,648
- Net increase / (decrease)
- $18,600,536
Coverage
- Total reported participants
- 2,962
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berea, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Berea College Retirement Plan | Berea College | $158,325,024 | 2023 |
| Ki(Usa)Corporation 401(K)Plan | Ki (Usa) Corporation | $5,426,562 | 2023 |
| Berea College Health & Welfare Benefit Plan | Berea College | not reported in the loaded dataset | 2023 |
| Ki Usa Corporation Welfare Benefit Plan | Ki Usa Corporation | not reported in the loaded dataset | 2023 |
| Partners For Rural Impact Benefit Plan | Partners For Rural Impact | not reported in the loaded dataset | 2023 |
Largest plans in Berea → · Berea plans by participants → · Berea plans with financial data → · Berea plans with provider compensation → · $1B+ plans in Berea →
Related Form 5500 pages
- All KY Form 5500 filings
- Berea College Retirement Plan (plan 001)
- Berea College — all reported plans
- Ki(Usa)Corporation 401(K)Plan (plan 002)
- Ki (Usa) Corporation — all reported plans
- Berea College Health & Welfare Benefit Plan (plan 510)
- Ki Usa Corporation Welfare Benefit Plan (plan 501)
- Partners For Rural Impact Benefit Plan (plan 501)
- Partners For Rural Impact — all reported plans
- Methodology
- Data sources