# Impact Energy Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/impact-energy-trust-616156163-575

> Impact Energy Trust's Health & Welfare plan: 853 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Impact Energy Trust

- **Sponsor EIN:** 616156163

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503

- **Plan Type:** Health & Welfare

- **Plan Number:** 575

- **Total Participants:** 853

- **Total Assets:** $2.8M

## 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|853|$2.8M|$11.2M|$0|

| 2023|1,126|$3.0M|$12.4M|$0|

| 2022|1,220|$3.4M|$10.6M|$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|

| FISERV HEALTH/ASGI|Other Service Provider|$143,568|—|$143,568|

| COAL OPERATORS & ASSOCIATES|Other Service Provider|$90,000|—|$90,000|

| COMMUNITY TRUST AND INVESTMENT CO|Other Service Provider|$25,135|—|$25,135|

| DEAN DORTON ALLEN FORD, PLLC|Auditor|$19,300|—|$19,300|

| USI INSURANCE SERVICES|Other Service Provider|$7,003|—|$7,003|

### Verified Provider Profiles

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

- [DEAN DORTON ALLEN FORD, PLLC](https://planprovider.pro/provider/dean-dorton-allen-ford-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $285,006

- **Estimated Expense Ratio:** 10.057% 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|$285,008|$25,135|$143,570|$19,300|—|

| 2023|$359,949|$26,543|$306,781|$26,625|—|

| 2022|$367,286|$29,691|$318,895|—|$18,700|

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