Plan Snapshot
- Plan Sponsor: Norton Healthcare, INC. Department
- Sponsor EIN: 611028725
- Sponsor Address: 9500 ORMSBY STATION RD, SUITE 100, LOUISVILLE, KY, 40223
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 14,962
- Total Assets: $0
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 | 14,962 | $0 | $0 | $0 |
| 2023 | 17,812 | $0 | $0 | $0 |
| 2022 | 15,076 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| OPTUM RX INC. | Other Service Provider | $141,600,148 | $377,235 | $141,977,383 |
| ANTHEM HEALTH PLANS OF KENTUCKY,INC | Recordkeeper | $7,922,812 | — | $7,922,812 |
| WEX, HEALTH INC. | ERISA Attorney | $200,909 | — | $200,909 |
| LOCKTON COMPANIES, LLC | Investment Advisor | — | $63,086 | $63,086 |
| SKYLINE TERRACE LLC | Investment Advisor | — | $24,320 | $24,320 |
| UNUM LIFE INSURANCE COMPANY OF AM. | Recordkeeper | $13,421 | — | $13,421 |
| KENTUCKY HOSPITAL SERVICE CO | Investment Advisor | — | $6,962 | $6,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF KENTUCKY,INC — Recordkeeper
- WEX, HEALTH INC. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,208,893
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |