Lg&E And Ku Retiree Medical Continuation Plan — Form 5500 plan (Lg&E And Ku Energy, LLC)
Plain-English plan 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, Lg&E And Ku Retiree Medical Continuation Plan is a benefit plan reported by Lg&E And Ku Energy, LLC under EIN 20-0523163 and plan number 520. The latest loaded filing year is 2023. The filing reports 3,068 participants and $5,170,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lg&E And Ku Energy, LLC
- EIN
- 20-0523163
- Plan number
- 520
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 3,068
- End-of-year plan assets
- $5,170,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,068 | H, C | 20241014152509NAL0027702785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,170,237
- Total liabilities (EOY)
- $1,553,594
- Net assets (EOY)
- $3,616,643
- Net assets (BOY)
- $204,589
Income & contributions
- Employer contributions
- $14,174,327
- Participant contributions
- $4,024,483
- Total contributions
- $18,198,810
- Total income / additions
- $18,444,904
Expenses & distributions
- Benefits paid
- $13,390,468
- Administrative expenses
- $1,642,382
- Total expenses
- $15,032,850
- Net increase / (decrease)
- $3,412,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Of Ky, Inc. | CONTRACT ADMINISTRATOR | $539,481 | not reported in the loaded dataset | 2023 |
| Telus Health (Us) Ltd. | CONTRACT ADMINISTRATOR | $452,343 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | CONTRACT ADMINISTRATOR | $214,342 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE | $7,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lg&E And Ku Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Anthem Health Plans Of Ky, Inc. — Schedule C compensation
- Telus Health (Us) Ltd. — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation