# Norton Healthcare, INC. Department Health & Welfare Plan
Source: https://planprovider.pro/companies/norton-healthcare-inc-department-611028725-510

> Norton Healthcare, INC. Department's Health & Welfare plan: 14,962 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [WEX, HEALTH INC.](https://planprovider.pro/provider/dla-piper) — 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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/norton-healthcare-inc-department-611028725-510)

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