Plan5500

Kentucky Health Benefit Trust — Form 5500 plan (Bluegrass Health Partners)

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 Health Benefit Trust is a benefit plan reported by Bluegrass Health Partners under EIN 81-1010658 and plan number 501. The latest loaded filing year is 2023. The filing reports 374 participants and $854,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluegrass Health Partners
EIN
81-1010658
Plan number
501
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
374
End-of-year plan assets
$854,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20241115101202NAL0000483427001
2023440H, C20241121201259NAL0000562547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$854,159
Total liabilities (EOY)
$677,321
Net assets (EOY)
$176,838
Net assets (BOY)
-$54,797

Income & contributions

Employer contributions
$2,786,482
Participant contributions
$870,527
Total contributions
$3,657,009
Total income / additions
$3,657,009

Expenses & distributions

Benefits paid
$2,870,391
Administrative expenses
$554,983
Total expenses
$3,425,374
Net increase / (decrease)
$231,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Plan AdministratorsCONTRACT ADMINISTRATOR$321,950not reported in the loaded dataset2023
Eagle Risk Services, LLCTHIRD PARTY ADMINISTRATOR$225,000not reported in the loaded dataset2023
Fasten Halberstam LlpPLAN AUDITOR$7,500not reported in the loaded dataset2023

Related Form 5500 pages