Emeriti Retiree Health Plan For Kenyon College — Form 5500 plan (Kenyon College)
Plain-English plan 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, Emeriti Retiree Health Plan For Kenyon College is a benefit plan reported by Kenyon College under EIN 31-4379507 and plan number 520. The latest loaded filing year is 2023. The filing reports 779 participants and $16,949,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kenyon College
- EIN
- 31-4379507
- Plan number
- 520
- Plan type
- 2
- Location
- Gambier, OH
- Latest filing year
- 2023
- Participants
- 779
- End-of-year plan assets
- $16,949,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 779 | H, C | 20241014103326NAL0044166816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,949,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,949,644
- Net assets (BOY)
- $14,565,019
Income & contributions
- Employer contributions
- $904,150
- Participant contributions
- $199,046
- Total contributions
- $1,103,196
- Total income / additions
- $3,193,543
Expenses & distributions
- Benefits paid
- $748,035
- Administrative expenses
- $60,883
- Total expenses
- $808,918
- Net increase / (decrease)
- $2,384,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | NONE | $60,883 | not reported in the loaded dataset | 2023 |