Plan Snapshot
- Plan Sponsor: Kohl'S, INC.
- Sponsor EIN: 133357362
- Sponsor Address: N56 W 17000 RIDGEWOOD DRIVE, MENOMONEE FALLS, WI, 53051
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 96,863
- Total Assets: $16.6M
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 | 96,863 | $16.6M | $148.3M | $68.2M |
| 2023 | 106,714 | $15.3M | $130.7M | $68.2M |
| 2022 | 112,420 | $20.0M | $143.0M | $68.6M |
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 |
|---|---|---|---|---|
| CVS HEALTH | Other Service Provider | $40,237,317 | — | $40,237,317 |
| BLUE CROSS BLUE SHIELD OF WISCONSIN | Other Service Provider | $5,786,035 | — | $5,786,035 |
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $5,322,819 | — | $5,322,819 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $514,904 | — | $514,904 |
| CENTIVO | Other Service Provider | $378,086 | — | $378,086 |
| PRUDENTRX | Other Service Provider | $356,510 | — | $356,510 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,595,671
- Estimated Expense Ratio: 316.347% 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 | $10,989,100 | — | $10,989,100 | — | — |
| 2023 | $12,488,200 | — | $12,488,200 | — | — |
| 2022 | $12,943,617 | — | — | — | $12,943,617 |