Richmond, 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, Richmond, KY has 19 loaded benefit plan(s) reported by 13 plan sponsor(s), with $21,971,887 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,971,887
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,971,887
Contributions & income
- Employer contributions
- $613,911
- Participant contributions
- $1,776,461
- Total income / additions
- $6,066,964
Expenses & distributions
- Benefits paid / distributions
- $2,519,894
- Total expenses
- $2,618,400
- Net increase / (decrease)
- $3,448,564
Coverage
- Total reported participants
- 6,116
- Plans with financial statements
- 9
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Richmond, 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 |
|---|---|---|---|
| Lectrodryer 401(K) Plan | Lectrodryer Management, Inc. | $6,029,149 | 2023 |
| Bluegrass Health Partners 401(K) Plan | Valley Stream Operator 1 LLC Dba Bluegrass Health Partners | $4,987,016 | 2023 |
| Employee Benefit Plan Of American Health Management, Inc. | American Health Management, Inc. | $4,102,806 | 2023 |
| Rapt 401(K) Plan | Richmond Auto Parts Technologies, Inc. | $3,101,989 | 2023 |
| Martin Contracting, Inc. 401(K) Plan | Martin Contracting, Inc. | $1,228,136 | 2023 |
| Eaves Olds Bohannon & Floyd Pllc 401k Plan | Eaves Olds Bohannon & Floyd Pllc | $1,193,995 | 2023 |
| College Shine Car Wash Inc. Retirement Plan | College Shine Car Wash Inc. | $680,654 | 2023 |
| Bluegrass Hardware Inc. 401(K) Profit Sharing Plan | Bluegrass Hardware, Inc. | $504,173 | 2023 |
| Consecrated Services 401k | Consecrated Services Inc. | $143,969 | 2023 |
| B & H Tool Health And Welfare Plan | B And H Tool Works Inc. | not reported in the loaded dataset | 2023 |
| Mckamey & Gates, Inc. Group Life Insurance Plan | Mckamey & Gates, Inc. Dba Gates Automotive Group | not reported in the loaded dataset | 2023 |
| Richmond Auto Parts Technology, Inc. Welfare Benefit Plan | Richmond Auto Parts Technology, Inc. | not reported in the loaded dataset | 2023 |
| Whitehouse Clinic Group Benefit Plan | Health Help, Inc. Dba Whitehouse Clinic | not reported in the loaded dataset | 2023 |
| Kentucky River Foothills Development Council Inc Benefits Plan | Kentucky River Foothills Development Council, Inc. | not reported in the loaded dataset | 2023 |
| Bluegrass Health Partners Life Insurance Plan | Valley Stream Operator I LLC Dba Bluegrass Health Partners | not reported in the loaded dataset | 2023 |
| Bluegrass Health Partners Dental Plan | Valley Stream Operator I LLC Dba Bluegrass Health Partners | not reported in the loaded dataset | 2023 |
| Bluegrass Health Partners Workplace Benefits Plan | Valley Stream Operator I LLC Dba Bluegrass Health Partners | not reported in the loaded dataset | 2023 |
| Martin Contracting, Inc. Benefit Plan | Martin Contracting, Inc. | not reported in the loaded dataset | 2023 |
| American Health Management, Inc. Health And Welfare Plan | American Health Management, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Richmond → · Richmond plans by participants → · Richmond plans with financial data → · Richmond plans with provider compensation → · $1B+ plans in Richmond →
Related Form 5500 pages
- All KY Form 5500 filings
- Lectrodryer 401(K) Plan (plan 001)
- Lectrodryer Management, Inc. — all reported plans
- Bluegrass Health Partners 401(K) Plan (plan 001)
- Valley Stream Operator 1 LLC Dba Bluegrass Health Partners — all reported plans
- Employee Benefit Plan Of American Health Management, Inc. (plan 001)
- American Health Management, Inc. — all reported plans
- Rapt 401(K) Plan (plan 001)
- Richmond Auto Parts Technologies, Inc. — all reported plans
- Martin Contracting, Inc. 401(K) Plan (plan 001)
- Martin Contracting, Inc. — all reported plans
- Eaves Olds Bohannon & Floyd Pllc 401k Plan (plan 001)
- Eaves Olds Bohannon & Floyd Pllc — all reported plans
- College Shine Car Wash Inc. Retirement Plan (plan 001)
- College Shine Car Wash Inc. — all reported plans
- Bluegrass Hardware Inc. 401(K) Profit Sharing Plan (plan 001)
- Bluegrass Hardware, Inc. — all reported plans
- Consecrated Services 401k (plan 001)
- Consecrated Services Inc. — all reported plans
- B & H Tool Health And Welfare Plan (plan 501)
- B And H Tool Works Inc. — all reported plans
- Mckamey & Gates, Inc. Group Life Insurance Plan (plan 502)
- Mckamey & Gates, Inc. Dba Gates Automotive Group — all reported plans
- Richmond Auto Parts Technology, Inc. Welfare Benefit Plan (plan 513)
- Whitehouse Clinic Group Benefit Plan (plan 502)
- Health Help, Inc. Dba Whitehouse Clinic — all reported plans
- Kentucky River Foothills Development Council Inc Benefits Plan (plan 501)
- Kentucky River Foothills Development Council, Inc. — all reported plans
- Bluegrass Health Partners Life Insurance Plan (plan 502)
- Methodology
- Data sources