2023 Form 5500 filing — Kentucky Health Benefit Trust
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 20241115101202NAL0000483427001) for Kentucky Health Benefit Trust, reported by Bluegrass Health Partners under EIN 81-1010658 and plan number 501. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115101202NAL0000483427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluegrass Health Partners
- EIN
- 81-1010658
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $854,159
- Total liabilities (EOY)
- $677,321
- Net assets (EOY)
- $176,838
- Employer contributions
- $2,786,482
- Participant contributions
- $870,527
- Total income / additions
- $3,657,009
- Benefits paid
- $2,870,391
- Administrative expenses
- $554,983
- Total expenses
- $3,425,374
- Net increase / (decrease)
- $231,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Plan Administrators | CONTRACT ADMINISTRATOR | $321,950 | not reported in the loaded dataset |
| Eagle Risk Services, LLC | THIRD PARTY ADMINISTRATOR | $225,000 | not reported in the loaded dataset |
| Fasten Halberstam Llp | PLAN AUDITOR | $7,500 | not reported in the loaded dataset |