Plan Snapshot
- Plan Sponsor: Kansas Building Trades Open End Health And Welfare Trust Fund
- Sponsor EIN: 480691769
- Sponsor Address: 4101 SOUTHGATE DRIVE, TOPEKA, KS, 66609
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 765
- Total Assets: $31.9M
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 | 765 | $31.9M | $7.6M | $1.4M |
| 2023 | 801 | $31.8M | $7.4M | $1.5M |
| 2022 | 780 | $30.7M | $6.9M | $1.5M |
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 |
|---|---|---|---|---|
| PREFERRED HEALTH PROFESSIONALS | Other Service Provider | $134,404 | — | $134,404 |
| MICHELE WILSON | Other Service Provider | $119,801 | — | $119,801 |
| GARY MUCKENTHALER | Recordkeeper | $108,114 | — | $108,114 |
| WILLIS TOWERS WATSON | Actuary | $96,050 | — | $96,050 |
| BRIDGEWAY BENEFITS TECHNOLOGIES | Other Service Provider | $83,307 | — | $83,307 |
| MICHELLE HENRY | Other Service Provider | $80,788 | — | $80,788 |
| KIM MCKNIGHT | Other Service Provider | $73,364 | — | $73,364 |
| BLUE CROSS BLUE SHIELD OF KANSAS | Other Service Provider | $43,126 | — | $43,126 |
| HEALTHSMART CARE MGMT SOLUTIONS | Other Service Provider | $39,020 | — | $39,020 |
| SWORD HEALTH, INC. | Other Service Provider | $36,240 | — | $36,240 |
| CONIFER VALUE-BASED CARE, LLC | Other Service Provider | $27,536 | — | $27,536 |
| MIZE CPAS INC. | Auditor | $27,454 | — | $27,454 |
| TRANSCARENT, INC. | Other Service Provider | $24,083 | — | $24,083 |
| ARNOLD NEWBOLD SOLLARS & HOLLINS | ERISA Attorney | $23,819 | — | $23,819 |
| AMERICAN WELL CORPORATION | Other Service Provider | $22,708 | — | $22,708 |
| ASMED | Other Service Provider | $20,708 | — | $20,708 |
| BERBERICH TRAHAN & CO, PA | Auditor | $18,838 | — | $18,838 |
| ZELIS HEALTHCARE, LLC | Other Service Provider | $16,916 | — | $16,916 |
| RYAN SPECIALTY GROUP LLC | Insurance Carrier | $16,480 | — | $16,480 |
| PITNEY BOWES BANK INC | Other Service Provider | $13,142 | — | $13,142 |
| BMO HARRIS BANK | Custodian / Trustee | $10,765 | — | $10,765 |
| GREEN LIGHT COST MANAGEMENT, LLC | Other Service Provider | $9,000 | — | $9,000 |
| NIKKI STEINEBACH | Other Service Provider | $8,535 | — | $8,535 |
| BRIER PAYNE MEADE | Insurance Carrier | $7,193 | — | $7,193 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $7,120 | — | $7,120 |
| EVERGY, INC. | Other Service Provider | $7,000 | — | $7,000 |
| OBEAH TECHNOLOGIES, LLC | Other Service Provider | $6,742 | — | $6,742 |
| DIAMOND PRINTING | Other Service Provider | $6,464 | — | $6,464 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $6,300 | — | $6,300 |
| MARQUETTE ASSOCIATES | Investment Advisor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Actuary
- MIZE CPAS INC. — Auditor
- BERBERICH TRAHAN & CO, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,100,017
- Estimated Expense Ratio: 3.449% 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 | $829,188 | $27,935 | — | $27,454 | — |
| 2023 | $893,945 | $62,108 | — | — | — |
| 2022 | $817,057 | $64,251 | — | — | $163,794 |