# Leadingage Kansas Employee Benefits, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/leadingage-kansas-employee-benefits-inc-822030620-501

> Leadingage Kansas Employee Benefits, INC.'s Health & Welfare plan: 432 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leadingage-kansas-employee-benefits-inc-822030620-501)

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