Original filing (PDF)20251201150212NAL0015742400001

THE KANSAS UNIVERSITY ALUMNI ASSOCIATION

Name: THE KANSAS UNIVERSITY ALUMNI ASSOCIATION — THE KANSAS UNIVERSITY ALUMNI ASSOCIATION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE KANSAS UNIVERSITY ALUMNI ASSOCIATION

Form 5500-SF

FILING_RECEIVED

THE KANSAS UNIVERSITY ALUMNI ASSOCIATION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE KANSAS UNIVERSITY ALUMNI ASSOCIATION.

Plan sponsor

Name

THE KANSAS UNIVERSITY ALUMNI ASSOCIATION

EIN

48-0291250

Address

1266 OREAD AVENUE · LAWRENCE, KS · 66045

Phone

(785) 864-4760

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

INTERNATIONAL PEACE INSTITUTE,

403(B) THRIFT PLAN FOR EMPLOYEES OF INTERNATIONAL PEACE INSTITUTE, INC.

$10.6M · 27 participants

TEXAS CLASSROOM TEACHERS ASSOCIATION

TEXAS CLASSROOM TEACHERS ASSOCIATION PROFIT SHARING W/401K PLAN

$10.6M · 25 participants

FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO

RETIREMENT PLAN FOR SPECIFIED EMPLOYEES OF THE FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC.

$10.6M · 49 participants

APPALACHIAN TRAIL CONSERVANCY

APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN

$10.5M · 71 participants