# Kalamazoo College Health & Welfare Plan
Source: https://planprovider.pro/companies/kalamazoo-college-381358014-509

> Kalamazoo College's Health & Welfare plan: 305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kalamazoo College

- **Sponsor EIN:** 381358014

- **Sponsor Address:** 1200 ACADEMY STREET, KALAMAZOO, MI, 49006

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 305

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|305|$4.1M|$606,104|$71,417|

| 2023|305|$3.7M|$686,264|$60,906|

| 2022|294|$3.2M|$657,662|$66,730|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TIAA|Recordkeeper|$25,794|—|$25,794|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,794

- **Estimated Expense Ratio:** 0.635% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$25,937|—|$25,794|—|—|

| 2023|$26,854|—|$26,854|—|—|

| 2022|$26,484|—|$26,484|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kalamazoo-college-381358014-509)

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