# Kentucky Primary Care Association Health And Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/kentucky-primary-care-association-health-and-benefits-trust-817070859-501

> Kentucky Primary Care Association Health And Benefits Trust's Health & Welfare plan: 1,140 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

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

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kentucky-primary-care-association-health-and-benefits-trust-817070859-501)

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