The Kennedy Krieger Institute Pension Plan — Form 5500 plan (The Kennedy Krieger Institute)

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, The Kennedy Krieger Institute Pension Plan is a benefit plan reported by The Kennedy Krieger Institute under EIN 52-0607971 and plan number 001. The latest loaded filing year is 2023. The filing reports 863 participants and $46,365,303 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Kennedy Krieger Institute
EIN
52-0607971
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
863
End-of-year plan assets
$46,365,303

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023863H, C20241015105435NAL0047455232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,365,303
Total liabilities (EOY)
$0
Net assets (EOY)
$46,365,303
Net assets (BOY)
$42,981,182

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$6,765,038

Expenses & distributions

Benefits paid
$3,108,401
Administrative expenses
$272,516
Total expenses
$3,380,917
Net increase / (decrease)
$3,384,121

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boomershine Consulting Group, LLCNONE$92,759not reported in the loaded dataset2023
Vanguard Advisors Inc.NONE$55,859not reported in the loaded dataset2023
Sc & H Attest Services, P.C.NONE$18,200not reported in the loaded dataset2023
Vanguard Fiduciary Trust CompanyNONE$12,777not reported in the loaded dataset2023
Vanguard Fiduciary Trust CompanyNONE$10,073not reported in the loaded dataset2023

Related Form 5500 pages