Plan Snapshot
- Plan Sponsor: Construction Industry Of Kansas Health & Welfare Fund
- Sponsor EIN: 486179687
- Sponsor Address: 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,922
- Total Assets: $6.0M
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 | 1,922 | $6.0M | $21.6M | $0 |
| 2023 | 1,482 | $6.3M | $20.6M | $0 |
| 2022 | 1,170 | $3.5M | $21.0M | $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 |
|---|---|---|---|---|
| BLUE CROSS/BLUE SHIELD OF KANSAS | Other Service Provider | $875,412 | — | $875,412 |
| UMR | Other Service Provider | $193,190 | — | $193,190 |
| IMA INC. | Other Service Provider | $116,520 | — | $116,520 |
| LEWIS & ELLIS | Other Service Provider | $31,465 | — | $31,465 |
| COREFIRST BANK & TRUST | Other Service Provider | $21,337 | — | $21,337 |
| FRANK N HESTAND CPA PSC | Auditor | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK N HESTAND CPA PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,247,424
- Estimated Expense Ratio: 20.816% 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 | $442,143 | $21,337 | $193,190 | $9,500 | — |
| 2023 | $417,426 | $14,284 | $188,736 | $8,500 | — |
| 2022 | $425,962 | $12,492 | $200,227 | — | $151,310 |