2023 Form 5500 filing — Childrens Home Of Northern Kentucky 403b 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 20241014121347NAL0027239265001) for Childrens Home Of Northern Kentucky 403b Plan, reported by Childrens Home Of Northern Kentucky, Inc. under EIN 23-7068704 and plan number 003. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121347NAL0027239265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Childrens Home Of Northern Kentucky, Inc.
- EIN
- 23-7068704
- Plan number
- 003
- Location
- Covington, KY
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,228,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,228,805
- Employer contributions
- $161,303
- Participant contributions
- $240,482
- Total income / additions
- $682,087
- Benefits paid
- $121,042
- Administrative expenses
- $11,282
- Total expenses
- $138,856
- Net increase / (decrease)
- $543,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Anuuity Insurance Co | RECORDKEEPER | $12,633 | $0 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $5,291 |
| Trinity Pension Consultants Inc | CONTRACT ADMIN | $3,620 | $974 |
| American United Life Insurance Co | NONE | $40 | $3,903 |