2023 Form 5500 filing — Kenyon College Defined Contribution And Tax Deferred Annuity 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 20241014093546NAL0014708883001) for Kenyon College Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by Kenyon College under EIN 31-4379507 and plan number 003. It reports 1,727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093546NAL0014708883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenyon College
- EIN
- 31-4379507
- Plan number
- 003
- Location
- Gambier, OH
- Participants
- 1,727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $295,819,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $295,819,836
- Employer contributions
- $4,389,235
- Participant contributions
- $4,259,884
- Total income / additions
- $47,069,093
- Benefits paid
- $12,625,019
- Administrative expenses
- $159,158
- Total expenses
- $12,788,265
- Net increase / (decrease)
- $34,280,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Cref | NONE | $126,704 | $0 |
| Cbiz Investment Advisory Services | NONE | $32,454 | not reported in the loaded dataset |