# Kohl'S, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/kohl-s-inc-133357362-501

> Kohl'S, INC.'s Health & Welfare plan: 96,863 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

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