Plan5500

Kirby Risk Corporation Retirement Plan — Form 5500 plan (Kirby Risk Corporation)

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, Kirby Risk Corporation Retirement Plan is a benefit plan reported by Kirby Risk Corporation under EIN 35-0805247 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,408 participants and $117,836,801 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kirby Risk Corporation
EIN
35-0805247
Plan number
001
Plan type
2
Location
Lafayette, IN
Latest filing year
2023
Participants
1,408
End-of-year plan assets
$117,836,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,408H, C20241009182507NAL0032094640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,836,801
Net assets (EOY)
$117,836,801
Net assets (BOY)
$103,564,950

Income & contributions

Employer contributions
$3,685,299
Participant contributions
$3,717,385
Total contributions
$7,984,736
Total income / additions
$23,541,927

Expenses & distributions

Benefits paid
$9,132,952
Administrative expenses
$133,253
Total expenses
$9,270,076
Net increase / (decrease)
$14,271,851

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$79,790not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$2,463$02023

Related Form 5500 pages