Crestview Hills, KY Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crestview Hills, KY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $101,207,493 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $101,207,493
- Total reported liabilities (EOY)
- $118,354
- Total reported net assets (EOY)
- $101,089,139
Contributions & income
- Employer contributions
- $2,019,027
- Participant contributions
- $4,457,426
- Total income / additions
- $22,926,444
Expenses & distributions
- Benefits paid / distributions
- $7,487,917
- Total expenses
- $7,625,025
- Net increase / (decrease)
- $15,301,419
Coverage
- Total reported participants
- 10,729
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Crestview Hills, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Columbia Sussex 401(K) Plan | Crestview Management LLC | $85,139,075 | 2023 |
| Tri-State Gastroenterology Associates, P.S.C.401(K) Plan | Tri-State Gastroenterology Associates, Psc | $14,140,751 | 2023 |
| Vivitec, Inc. Retirement Plan | Vivitec, Inc. | $1,922,748 | 2023 |
| Justa Corporation 401(K) Plan | Justa Corporation | $4,919 | 2023 |
| Inland Marine Service, Inc. Employee Benefit Plan | Inland Marine Service, Inc. | not reported in the loaded dataset | 2023 |
| Columbia Sussex Group Term Life Insurance | Crestview Management, LLC | not reported in the loaded dataset | 2023 |
| Columbia Sussex Cafeteria Plan | Crestview Management, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Crestview Hills → · Crestview Hills plans by participants → · Crestview Hills plans with financial data → · Crestview Hills plans with provider compensation → · $1B+ plans in Crestview Hills →
Related Form 5500 pages
- All KY Form 5500 filings
- Columbia Sussex 401(K) Plan (plan 003)
- Crestview Management LLC — all reported plans
- Tri-State Gastroenterology Associates, P.S.C.401(K) Plan (plan 003)
- Tri-State Gastroenterology Associates, Psc — all reported plans
- Vivitec, Inc. Retirement Plan (plan 001)
- Vivitec, Inc. — all reported plans
- Justa Corporation 401(K) Plan (plan 001)
- Justa Corporation — all reported plans
- Inland Marine Service, Inc. Employee Benefit Plan (plan 502)
- Inland Marine Service, Inc. — all reported plans
- Columbia Sussex Group Term Life Insurance (plan 501)
- Columbia Sussex Cafeteria Plan (plan 502)
- Methodology
- Data sources