# Bluegrass Health Partners Health & Welfare Plan
Source: https://planprovider.pro/companies/bluegrass-health-partners-811010658-501

> Bluegrass Health Partners's Health & Welfare plan: 836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bluegrass Health Partners

- **Sponsor EIN:** 811010658

- **Sponsor Address:** 202 CATON AVE, BROOKLYN, NY, 11218

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 836

- **Total Assets:** $1.2M

## 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|836|$1.2M|$4.9M|$1.6M|

| 2023|810|$0|$0|$0|

| 2022|374|$476,000|$2.0M|$648,332|

## 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|

| AMERICAN PLAN ADMINISTRATORS|Recordkeeper|$548,355|—|$548,355|

| EAGLE RISK SERVICES, LLC|Recordkeeper|$535,000|—|$535,000|

| FASTEN HALBERSTAM LLP|Auditor|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [FASTEN HALBERSTAM LLP](https://planprovider.pro/provider/fasten-halberstam-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,098,355

- **Estimated Expense Ratio:** 91.455% 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|$1,099,643|—|$548,355|$15,000|—|

| 2023|—|—|—|—|—|

| 2022|$257,500|—|$257,500|—|—|

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