Kelley Automotive Group Health & Welfare Plan — Form 5500 plan (Kelley Automotive Group 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, Kelley Automotive Group Health & Welfare Plan is a benefit plan reported by Kelley Automotive Group LLC under EIN 35-1707660 and plan number 501. The latest loaded filing year is 2023. The filing reports 287 participants and $1,993,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelley Automotive Group LLC
- EIN
- 35-1707660
- Plan number
- 501
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $1,993,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20250310133007NAL0031896386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,993,318
- Total liabilities (EOY)
- $351,201
- Net assets (EOY)
- $1,642,117
- Net assets (BOY)
- $1,920,209
Income & contributions
- Employer contributions
- $2,591,843
- Participant contributions
- $1,117,207
- Total contributions
- $3,746,884
- Total income / additions
- $3,791,212
Expenses & distributions
- Benefits paid
- $3,939,037
- Administrative expenses
- $130,267
- Total expenses
- $4,069,304
- Net increase / (decrease)
- -$278,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tokio Marine Hhs | REINSURANCE PREMIUMS | $522,531 | not reported in the loaded dataset | 2023 |
| Unified Group Services, Inc. | ADMINISTRATIVE FEES | $113,703 | not reported in the loaded dataset | 2023 |
| Cigna Oap | PPO FEES | $76,571 | not reported in the loaded dataset | 2023 |
| Star Insurance Agency | INSURANCE BROKER FEES | $53,872 | not reported in the loaded dataset | 2023 |
| Active Health Management | CARE ENGINE FEES | $6,102 | not reported in the loaded dataset | 2023 |
| Teladoc | ORGAN TRANSPLANT PREMIUMS | $3,527 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kelley Automotive Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Tokio Marine Hhs — Schedule C compensation
- Unified Group Services, Inc. — Schedule C compensation
- Cigna Oap — Schedule C compensation
- Star Insurance Agency — Schedule C compensation
- Active Health Management — Schedule C compensation
- Teladoc — Schedule C compensation