2023 Form 5500 filing — Kennedy Krieger Institute Retirement Savings 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 20241010122900NAL0020968689001) for Kennedy Krieger Institute Retirement Savings Plan, reported by Kennedy Krieger Institute under EIN 52-0607971 and plan number 005. It reports 4,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122900NAL0020968689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennedy Krieger Institute
- EIN
- 52-0607971
- Plan number
- 005
- Location
- Baltimore, MD
- Participants
- 4,233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,275,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $376,275,207
- Employer contributions
- $10,352,182
- Participant contributions
- $18,059,142
- Total income / additions
- $89,243,059
- Benefits paid
- $15,236,165
- Administrative expenses
- -$101,700
- Total expenses
- $15,147,870
- Net increase / (decrease)
- $74,095,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $74,629 | not reported in the loaded dataset |
| Resources Investment Advisors, LLC | PLAN ADMINISTRATOR | $40,000 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | CONSULTANT | $40,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$256,256 | $0 |