# Kansas Building Trades Open End Health And Welfare Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/kansas-building-trades-open-end-health-and-welfare-trust-fund-480691769-501

> Kansas Building Trades Open End Health And Welfare Trust Fund's 401(k) plan: 765 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

- [MIZE CPAS INC.](https://planprovider.pro/provider/mize-cpas-inc) — Auditor

- [BERBERICH TRAHAN & CO, PA](https://planprovider.pro/provider/bt-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kansas-building-trades-open-end-health-and-welfare-trust-fund-480691769-501)

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