Plan Snapshot
- Plan Sponsor: Kansas City University
- Sponsor EIN: 440545280
- Sponsor Address: 1750 INDEPENDENCE AVENUE, KANSAS CITY, MO, 64106
- Plan Type: Health & Welfare
- Plan Number: 525
- Total Participants: 419
- Total Assets: $0
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 | 419 | $0 | $0 | $0 |
| 2023 | 382 | $0 | $0 | $0 |
| 2022 | 346 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $219,378 | $4,616 | $223,994 |
| TRIA HEALTH, LLC | Recordkeeper | $13,821 | — | $13,821 |
| LOCKTON COMPANIES, LLC | Investment Advisor | $13,103 | — | $13,103 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCKTON COMPANIES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,918
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |