# Kpmg LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/kpmg-llp-135565207-506

> Kpmg LLP's Health & Welfare plan: 27,540 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kpmg LLP

- **Sponsor EIN:** 135565207

- **Sponsor Address:** 75 CHESTNUT RIDGE ROAD, MONTVALE, NJ, 076451842

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 27,540

- **Total Assets:** $74.3M

## 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|27,540|$74.3M|$300.5M|$155.5M|

| 2023|28,299|$53.4M|$275.0M|$151.4M|

| 2022|30,033|$36.7M|$214.0M|$148.1M|

## 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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$19,655,038|—|$19,655,038|

| AETNA BEHAVIORAL HEALTH|Recordkeeper|$1,052,928|—|$1,052,928|

| HEALTH AND HUMAN RESOURCE CENTER|Recordkeeper|$89,563|—|$89,563|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,797,529

- **Estimated Expense Ratio:** 27.981% 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|$15,273,118|—|$15,273,118|—|—|

| 2023|$14,944,297|—|$14,923,541|—|—|

| 2022|$14,476,985|—|$14,460,985|—|$16,000|

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