# Kentucky Construction Industry Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/kentucky-construction-industry-trust-616094900-510

> Kentucky Construction Industry Trust's Health & Welfare plan: 6,612 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kentucky Construction Industry Trust

- **Sponsor EIN:** 616094900

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 6,612

- **Total Assets:** $8.3M

## 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|6,612|$8.3M|$57.8M|$0|

| 2023|6,920|$8.0M|$56.9M|$0|

| 2022|7,701|$7.5M|$58.0M|$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|

| FISERV/ASGI|Other Service Provider|$560,685|—|$560,685|

| PNC INSTITUTIONAL INVESTMENTS|Other Service Provider|$35,806|—|$35,806|

| MILLIMAN|Recordkeeper|$25,545|—|$25,545|

| DEAN DORTON ALLEN FORD, PLLC|Auditor|$19,950|—|$19,950|

| USI INSURANCE SERVICES LLC|Other Service Provider|$18,651|—|$18,651|

| CENTRAL BANK|Other Service Provider|$7,201|—|$7,201|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [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:** $667,838

- **Estimated Expense Ratio:** 8.048% 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|$674,028|$43,006|$560,685|$19,950|—|

| 2023|$681,858|$40,649|$605,924|$25,025|—|

| 2022|$717,680|$38,537|$646,783|—|$32,360|

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