Kansas City University Retirement Plan — Form 5500 plan (Kansas City University)
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, Kansas City University Retirement Plan is a benefit plan reported by Kansas City University under EIN 44-0545280 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $84,830,875 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$84.8MPlan net assets, end of year$84,830,875
Participants779Covered participants reported
Assets / participant$108.9KComputed: assets ÷ participants$108,897 (computed)
Provider compensation$93.2K2 Schedule C provider row(s)$93,247
- Plan sponsor
- Kansas City University
- EIN
- 44-0545280
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 779 | H, C | 20241004160605NAL0006835091001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$84.8M total assets
Net assets$84.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $84,830,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,830,875
- Net assets (BOY)
- $72,278,443
Income & contributions
- Employer contributions
- $3,559,856
- Participant contributions
- $2,889,282
- Total contributions
- $7,474,861
- Total income / additions
- $18,727,952
Expenses & distributions
- Benefits paid
- $6,082,273
- Administrative expenses
- $93,247
- Total expenses
- $6,175,520
- Net increase / (decrease)
- $12,552,432
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
55%45%
Employer 55%Participant 45%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $62,821 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Company | RECORD KEEPER | $30,426 | $0 | 2023 |