2023 Form 5500 filing — Kansas City University Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004160605NAL0006835091001) for Kansas City University Retirement Plan, reported by Kansas City University under EIN 44-0545280 and plan number 001. It reports 779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$84.8MReported net assets$84,830,875
Participants779
Provider compensation$93.2K2 Schedule C row(s)$93,247
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004160605NAL0006835091001
- Plan sponsor
- Kansas City University
- EIN
- 44-0545280
- Plan number
- 001
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$84.8M total assets
Net assets$84.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $84,830,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,830,875
- Employer contributions
- $3,559,856
- Participant contributions
- $2,889,282
- Total income / additions
- $18,727,952
- Benefits paid
- $6,082,273
- Administrative expenses
- $93,247
- Total expenses
- $6,175,520
- Net increase / (decrease)
- $12,552,432
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $62,821 | not reported in the loaded dataset |
| Empower Life & Annuity Company | RECORD KEEPER | $30,426 | $0 |