Plan Snapshot
- Plan Sponsor: Leadingage Kansas Employee Benefits, INC.
- Sponsor EIN: 822030620
- Sponsor Address: 217 SE 8TH AVE., TOPEKA, KS, 66603
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 432
- Total Assets: $969,530
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 | 432 | $969,530 | $2.7M | $407,024 |
| 2023 | 687 | $724,349 | $4.6M | $433,433 |
| 2022 | 853 | $242,241 | $3.9M | $1.4M |
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 |
|---|---|---|---|---|
| SELF-INSURED SERVICES CO. | Recordkeeper | $122,947 | — | $122,947 |
| INTEGRITY BENEFIT SOLUTIONS | Other Service Provider | $88,240 | — | $88,240 |
| LEWIS & ELLIS, INC. | Actuary | $78,481 | — | $78,481 |
| LEADINGAGE KANSAS | Recordkeeper | $61,768 | — | $61,768 |
| MULTIPLAN/PHCS | Other Service Provider | $24,322 | — | $24,322 |
| PIERSON FERDINAND LLP | ERISA Attorney | $22,000 | — | $22,000 |
| FORVIS MAZARS, LLP | Auditor | $20,895 | — | $20,895 |
| HEALTHCHECK 360 | Other Service Provider | $18,626 | — | $18,626 |
| SSC CPAS P.A. | Other Service Provider | $15,678 | — | $15,678 |
| ASAP EDUCATION SOLUTIONS | Other Service Provider | $12,574 | — | $12,574 |
| INTERLINK CANCERCARE | Other Service Provider | $5,153 | — | $5,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $470,684
- Estimated Expense Ratio: 48.548% 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 | $432,554 | — | $128,100 | — | — |
| 2023 | $599,324 | — | $188,761 | — | — |
| 2022 | $530,995 | — | $180,199 | — | $350,505 |