2023 Form 5500 filing — Kimball Union Academy Dc 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 20241009091328NAL0009062771001) for Kimball Union Academy Dc Retirement Plan, reported by Kimball Union Academy under EIN 02-0222147 and plan number 001. It reports 364 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)$28.7MReported net assets$28,668,339
Participants364
Provider compensation$52.9K2 Schedule C row(s)$52,941
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009091328NAL0009062771001
- Plan sponsor
- Kimball Union Academy
- EIN
- 02-0222147
- Plan number
- 001
- Location
- Meriden, NH
- 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)$28.7M total assets
Net assets$28.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,668,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,668,339
- Employer contributions
- $748,915
- Participant contributions
- $581,544
- Total income / additions
- $5,117,094
- Benefits paid
- $2,027,621
- Administrative expenses
- $52,942
- Total expenses
- $2,080,563
- Net increase / (decrease)
- $3,036,531
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trg Investment Advisors, LLC | not reported in the loaded dataset | $33,197 | not reported in the loaded dataset |
| Tiaa- Teachers Insurance And Annuit | not reported in the loaded dataset | $19,744 | not reported in the loaded dataset |