2023 Form 5500 filing — Kentucky Medical Services Foundation, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015073204NAL0046919792001) for Kentucky Medical Services Foundation, Inc. 401(K) Retirement Plan, reported by Kentucky Medical Services Foundation, Inc. under EIN 61-0945743 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073204NAL0046919792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kentucky Medical Services Foundation, Inc.
- EIN
- 61-0945743
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,606,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,606,539
- Employer contributions
- $646,800
- Participant contributions
- $355,634
- Total income / additions
- $3,036,185
- Benefits paid
- $13,413,696
- Administrative expenses
- $43,637
- Total expenses
- $13,571,492
- Net increase / (decrease)
- -$10,535,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,439 | $0 |
| Mcf Advisors LLC | INVESTMENT ADVISOR | $4,598 | not reported in the loaded dataset |