2023 Form 5500 filing — Kalamazoo College Retirement Healthcare Savings Program
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 20241015072005NAL0014187299001) for Kalamazoo College Retirement Healthcare Savings Program, reported by Kalamazoo College under EIN 38-1358014 and plan number 509. It reports 491 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)$3.7MReported net assets$3,705,904
Participants491
Provider compensation$26.9K1 Schedule C row(s)$26,854
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015072005NAL0014187299001
- Plan sponsor
- Kalamazoo College
- EIN
- 38-1358014
- Plan number
- 509
- Location
- Kalamazoo, MI
- 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)$3.7M total assets
Net assets$3.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,705,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,705,904
- Employer contributions
- $686,264
- Participant contributions
- $60,906
- Total income / additions
- $1,154,766
- Benefits paid
- $669,040
- Administrative expenses
- $26,854
- Total expenses
- $695,894
- Net increase / (decrease)
- $458,872
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emeriti Retirement Health Solutions | NONE KNOWN | $26,854 | not reported in the loaded dataset |