Civic Intelligence

Kaufman, Hall & Associates LLC

Plan context: Kaufman, Hall & Associates Inc. Retirement Plan and Trust

EIN 47-2564584 • 28 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

573

2024 Assets

$148,733,240

2024 Contributions

$132,083

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$148,733,240$74,366,620$0201520192023YearValue
$148,733,240Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5732870201420192024YearValue
573Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242573$0$132,083$231iApproximate average salary by contribution assumption: employee only about $5,763 at 4% or $3,842 at 6%; with 50% employer match about $3,842 at 4% or $2,561 at 6%; with 100% employer match about $2,881 at 4% or $1,921 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-573---
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-0-$132,083-
20232532$148,733,240$27,168,015$51,068iApproximate average salary by contribution assumption: employee only about $1,276,692 at 4% or $851,128 at 6%; with 50% employer match about $851,128 at 4% or $567,419 at 6%; with 100% employer match about $638,346 at 4% or $425,564 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-532$148,733,240$27,168,015$51,068iApproximate average salary by contribution assumption: employee only about $1,276,692 at 4% or $851,128 at 6%; with 50% employer match about $851,128 at 4% or $567,419 at 6%; with 100% employer match about $638,346 at 4% or $425,564 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-532---
20222474$106,451,812$17,398,780$36,706iApproximate average salary by contribution assumption: employee only about $917,657 at 4% or $611,771 at 6%; with 50% employer match about $611,771 at 4% or $407,848 at 6%; with 100% employer match about $458,829 at 4% or $305,886 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-474$106,451,812$17,398,780$36,706iApproximate average salary by contribution assumption: employee only about $917,657 at 4% or $611,771 at 6%; with 50% employer match about $611,771 at 4% or $407,848 at 6%; with 100% employer match about $458,829 at 4% or $305,886 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-366---
20212228$118,160,886$6,716,658$29,459iApproximate average salary by contribution assumption: employee only about $736,476 at 4% or $490,984 at 6%; with 50% employer match about $490,984 at 4% or $327,323 at 6%; with 100% employer match about $368,238 at 4% or $245,492 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-228$118,160,886$6,716,658$29,459iApproximate average salary by contribution assumption: employee only about $736,476 at 4% or $490,984 at 6%; with 50% employer match about $490,984 at 4% or $327,323 at 6%; with 100% employer match about $368,238 at 4% or $245,492 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-211---
20202218$105,903,111$16,300,991$74,775iApproximate average salary by contribution assumption: employee only about $1,869,380 at 4% or $1,246,253 at 6%; with 50% employer match about $1,246,253 at 4% or $830,835 at 6%; with 100% employer match about $934,690 at 4% or $623,127 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-218$105,903,111$16,300,991$74,775iApproximate average salary by contribution assumption: employee only about $1,869,380 at 4% or $1,246,253 at 6%; with 50% employer match about $1,246,253 at 4% or $830,835 at 6%; with 100% employer match about $934,690 at 4% or $623,127 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-212---
20192530$122,402,381$13,756,707$25,956iApproximate average salary by contribution assumption: employee only about $648,901 at 4% or $432,601 at 6%; with 50% employer match about $432,601 at 4% or $288,401 at 6%; with 100% employer match about $324,451 at 4% or $216,300 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-530$122,402,381$13,756,707$25,956iApproximate average salary by contribution assumption: employee only about $648,901 at 4% or $432,601 at 6%; with 50% employer match about $432,601 at 4% or $288,401 at 6%; with 100% employer match about $324,451 at 4% or $216,300 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-508---
20183505$96,525,579$11,900,796$23,566iApproximate average salary by contribution assumption: employee only about $589,148 at 4% or $392,766 at 6%; with 50% employer match about $392,766 at 4% or $261,844 at 6%; with 100% employer match about $294,574 at 4% or $196,383 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-505$96,525,579$11,900,796$23,566iApproximate average salary by contribution assumption: employee only about $589,148 at 4% or $392,766 at 6%; with 50% employer match about $392,766 at 4% or $261,844 at 6%; with 100% employer match about $294,574 at 4% or $196,383 at 6%.
KAUFMAN HALL ACCIDENT PLAN-0---
Kaufman Hall Health & Welfare Benefit Plan-486---
20172459$97,078,051$10,351,989$22,553iApproximate average salary by contribution assumption: employee only about $563,834 at 4% or $375,889 at 6%; with 50% employer match about $375,889 at 4% or $250,593 at 6%; with 100% employer match about $281,917 at 4% or $187,945 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-459$97,078,051$10,351,989$22,553iApproximate average salary by contribution assumption: employee only about $563,834 at 4% or $375,889 at 6%; with 50% employer match about $375,889 at 4% or $250,593 at 6%; with 100% employer match about $281,917 at 4% or $187,945 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-454---
20162338$72,710,425$8,616,381$25,492iApproximate average salary by contribution assumption: employee only about $637,306 at 4% or $424,871 at 6%; with 50% employer match about $424,871 at 4% or $283,247 at 6%; with 100% employer match about $318,653 at 4% or $212,435 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-338$72,710,425$8,616,381$25,492iApproximate average salary by contribution assumption: employee only about $637,306 at 4% or $424,871 at 6%; with 50% employer match about $424,871 at 4% or $283,247 at 6%; with 100% employer match about $318,653 at 4% or $212,435 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-333---
20155254$56,376,870$5,635,464$22,187iApproximate average salary by contribution assumption: employee only about $554,672 at 4% or $369,781 at 6%; with 50% employer match about $369,781 at 4% or $246,521 at 6%; with 100% employer match about $277,336 at 4% or $184,891 at 6%.
Kaufman, Hall & Associates Inc. Retirement Plan and Trust-205$56,376,870$5,635,464$27,490iApproximate average salary by contribution assumption: employee only about $687,252 at 4% or $458,168 at 6%; with 50% employer match about $458,168 at 4% or $305,445 at 6%; with 100% employer match about $343,626 at 4% or $229,084 at 6%.
Kaufman Hall Health & Welfare Benefit Plan-254---
KAUFMAN, HALL & ASSOCIATES, LLC DENTAL PLAN-0---
KAUFMAN, HALL & ASSOCIATES, LLC VISION PLAN-0---
KAUFMAN, HALL & ASSOCIATES, LLC WELFARE BENEFIT PLAN-0---
20144243$0$0-
KAUFMAN, HALL & ASSOCIATES, LLC DENTAL PLAN-227---
KAUFMAN, HALL & ASSOCIATES, LLC VISION PLAN-180---
KAUFMAN, HALL & ASSOCIATES, LLC WELFARE BENEFIT PLAN-243---
Kaufman Hall Health & Welfare Benefit Plan-226---