Plan Snapshot
- Plan Sponsor: Kenyon College
- Sponsor EIN: 314379507
- Sponsor Address: 209 CHASE AVENUE, GAMBIER, OH, 43022
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 515
- Total Assets: $19.1M
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 | 515 | $19.1M | $923,042 | $177,684 |
| 2023 | 511 | $16.9M | $904,150 | $199,046 |
| 2022 | 522 | $14.6M | $859,279 | $202,215 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $61,522 | — | $61,522 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,522
- Estimated Expense Ratio: 0.322% 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 | $61,522 | — | $61,522 | — | — |
| 2023 | $60,883 | — | $60,883 | — | — |
| 2022 | $58,647 | — | $58,647 | — | — |