Plan5500

Beattyville, KY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Beattyville, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,598,862 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Beattyville

  • 2 loaded plans hold $4.6M in reported assets across 1 sponsors.
  • The largest, Juniper Health Retirement Plan, holds 100% of reported Beattyville plan assets.
  • Plans cover 323 participants — about 162 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,598,862
Total reported assets$4.6M$4,598,862
Total reported participants323
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities—
Contributions & income
Employer contributions$236.5K
Participant contributions$424.8K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$160.6K
Total expenses$160.6K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beattyville, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Beattyville market comparison

Largest plan share of assets100%Juniper Health Retirement Plan
Participants per plan162Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Beattyville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Juniper Health Retirement Plan$4.6M
    Juniper Health, Inc. · 2023
  2. 2
    Juniper Health Inc Health And Welfare Benefit Plannot reported in the loaded dataset
    Juniper Health, Inc · 2023

Largest plans in Beattyville → · Beattyville plans by participants → · Beattyville plans with financial data → · Beattyville plans with provider compensation → · $1B+ plans in Beattyville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Beattyville, KY?
2 plan(s) reported by 1 sponsor(s) are loaded for Beattyville, KY.

Related Form 5500 pages