Kentucky Laborers District Council Health And Welfare Fund — Form 5500 plan (Kentucky Laborers District Council Health & Welfare Fund)
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, Kentucky Laborers District Council Health And Welfare Fund is a benefit plan reported by Kentucky Laborers District Council Health & Welfare Fund under EIN 23-7017526 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,509 participants and $38,623,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kentucky Laborers District Council Health & Welfare Fund
- EIN
- 23-7017526
- Plan number
- 501
- Plan type
- 1
- Location
- Lawrenceburg, KY
- Latest filing year
- 2023
- Participants
- 1,509
- End-of-year plan assets
- $38,623,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,509 | H, C | 20240712133119NAL0011300979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,623,854
- Total liabilities (EOY)
- $943,267
- Net assets (EOY)
- $37,680,587
- Net assets (BOY)
- $33,245,171
Income & contributions
- Employer contributions
- $23,473,555
- Participant contributions
- $849,740
- Total contributions
- $24,323,295
- Total income / additions
- $26,108,111
Expenses & distributions
- Benefits paid
- $19,862,743
- Administrative expenses
- $1,809,952
- Total expenses
- $21,672,695
- Net increase / (decrease)
- $4,435,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | NONE | $572,537 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $223,908 | not reported in the loaded dataset | 2023 |
| Dana Crouch | EMPLOYEE | $115,558 | not reported in the loaded dataset | 2023 |
| Samantha J Griffieth | EMPLOYEE | $97,720 | not reported in the loaded dataset | 2023 |
| Barbara C Walker | EMPLOYEE | $69,447 | not reported in the loaded dataset | 2023 |
| Lesley Osborne | EMPLOYEE | $66,689 | not reported in the loaded dataset | 2023 |
| Karen Coontz | EMPLOYEE | $64,453 | not reported in the loaded dataset | 2023 |
| Jennifer Wilhite | EMPLOYEE | $63,980 | not reported in the loaded dataset | 2023 |
| Rhonda K Anderson | EMPLOYEE | $62,091 | not reported in the loaded dataset | 2023 |
| Kaylie N Watkins | EMPLOYEE | $55,230 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | NONE | $54,383 | not reported in the loaded dataset | 2023 |
| Netcomm | NONE | $50,829 | not reported in the loaded dataset | 2023 |
| Jessica G Shackelford | EMPLOYEE | $37,698 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $36,692 | not reported in the loaded dataset | 2023 |
| Ted Solieau, Cpa, LLC | NONE | $33,818 | not reported in the loaded dataset | 2023 |
| Pnc Financial Services Group | NONE | $33,165 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | NONE | $30,495 | not reported in the loaded dataset | 2023 |
| Elixir Rx Solutions LLC | NONE | $22,404 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kentucky Laborers District Council Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lawrenceburg, KY
- Anthem Health Plans Of Kentucky Inc — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Dana Crouch — Schedule C compensation
- Samantha J Griffieth — Schedule C compensation
- Barbara C Walker — Schedule C compensation
- Lesley Osborne — Schedule C compensation
- Karen Coontz — Schedule C compensation
- Jennifer Wilhite — Schedule C compensation
- Rhonda K Anderson — Schedule C compensation
- Kaylie N Watkins — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Netcomm — Schedule C compensation
- Jessica G Shackelford — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Ted Solieau, Cpa, LLC — Schedule C compensation
- Pnc Financial Services Group — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation
- Elixir Rx Solutions LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation