Plan Snapshot
- Plan Sponsor: Kentucky Primary Care Association Health And Benefits Trust
- Sponsor EIN: 817070859
- Sponsor Address: 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,140
- Total Assets: $440,317
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 | 1,140 | $440,317 | $12.3M | $0 |
| 2023 | 1,091 | $504,098 | $9.4M | $0 |
| 2022 | 408 | $335,904 | $7.3M | $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 |
|---|---|---|---|---|
| UMR | Other Service Provider | $169,685 | — | $169,685 |
| MILLIMAN | Recordkeeper | $10,260 | — | $10,260 |
| FRANK N HESTAND CPA PSC | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- FRANK N HESTAND CPA PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,945
- Estimated Expense Ratio: 42.911% 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 | $199,262 | — | $169,685 | $13,500 | — |
| 2023 | $203,637 | — | $154,305 | $25,000 | — |
| 2022 | $144,213 | — | $124,840 | — | $10,986 |