# Kentucky Laborers District Council Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/kentucky-laborers-district-council-health-welfare-fund-237017526-501

> Kentucky Laborers District Council Health & Welfare Fund's Health & Welfare plan: 1,776 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kentucky Laborers District Council Health & Welfare Fund

- **Sponsor EIN:** 237017526

- **Sponsor Address:** 1996 BY-PASS SOUTH, LAWRENCEBURG, KY, 40342

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,776

- **Total Assets:** $46.2M

## 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|1,776|$46.2M|$26.9M|$874,590|

| 2023|1,556|$38.6M|$23.5M|$849,740|

| 2022|1,331|$34.0M|$19.4M|$882,786|

## 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|

| ANTHEM HEALTH PLANS OF KENTUCKY INC|Recordkeeper|$729,492|—|$729,492|

| SOLXSYS ADMINISTRATIVE SOLUTIONS|Other Service Provider|$201,659|—|$201,659|

| SAMANTHA J GRIFFIETH|Other Service Provider|$106,528|—|$106,528|

| JOHNSON & KROL|Other Service Provider|$86,698|—|$86,698|

| LESLEY OSBORNE|Other Service Provider|$73,341|—|$73,341|

| KAREN COONTZ|Other Service Provider|$65,717|—|$65,717|

| JESSICA G SHACKELFORD|Other Service Provider|$65,060|—|$65,060|

| DANA CROUCH|Other Service Provider|$64,667|—|$64,667|

| JENNIFER WILHITE|Other Service Provider|$64,626|—|$64,626|

| KAYLIE N WATKINS|Other Service Provider|$63,642|—|$63,642|

| NETCOMM|Other Service Provider|$50,829|—|$50,829|

| TED SOLIEAU, CPA, LLC|Other Service Provider|$45,750|—|$45,750|

| RHONDA K ANDERSON|Other Service Provider|$44,128|—|$44,128|

| AMALGAMATED BANK|Other Service Provider|$39,981|—|$39,981|

| PNC FINANCIAL SERVICES GROUP|Other Service Provider|$29,936|—|$29,936|

| CHERRY BEKAERT LLP|Other Service Provider|$28,750|—|$28,750|

| SEGAL CONSULTING|Other Service Provider|$27,451|—|$27,451|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$20,000|—|$20,000|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [ANTHEM HEALTH PLANS OF KENTUCKY INC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,818,255

- **Estimated Expense Ratio:** 3.935% 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|$1,939,382|$100,795|$729,492|$28,750|—|

| 2023|$1,809,952|$15,000|—|$30,495|—|

| 2022|$1,704,237|$101,004|—|—|$196,192|

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