# Association Healthcare Consortium INC. Dba Kba Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/association-healthcare-consortium-inc-dba-kba-benefits-trust-821170686-501

> Association Healthcare Consortium INC. Dba Kba Benefits Trust's Health & Welfare plan: 3,078 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Healthcare Consortium INC. Dba Kba Benefits Trust

- **Sponsor EIN:** 821170686

- **Sponsor Address:** 600 WEST MAIN STREET, LOUISVILLE, KY, 40202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,078

- **Total Assets:** $21.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,078|$21.1M|$31.7M|$0|

| 2023|2,717|$19.8M|$24.7M|$0|

| 2022|2,716|$16.9M|$23.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ANTHEM HEALTH PLANS OF KENTUCKY, IN|Recordkeeper|$1,716,866|—|$1,716,866|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANTHEM HEALTH PLANS OF KENTUCKY, IN](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,716,866

- **Estimated Expense Ratio:** 8.140% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,174,822|$61,708|$2,103,703|—|—|

| 2023|$1,414,269|$55,303|$1,350,867|—|—|

| 2022|$154,991|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/association-healthcare-consortium-inc-dba-kba-benefits-trust-821170686-501)

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