2023 Form 5500 filing — Kentucky Laborers District Council Health And Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712133119NAL0011300979001) for Kentucky Laborers District Council Health And Welfare Fund, reported by Kentucky Laborers District Council Health & Welfare Fund under EIN 23-7017526 and plan number 501. It reports 1,509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712133119NAL0011300979001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Kentucky Laborers District Council Health & Welfare Fund
- EIN
- 23-7017526
- Plan number
- 501
- Location
- Lawrenceburg, KY
- Participants
- 1,509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,623,854
- Total liabilities (EOY)
- $943,267
- Net assets (EOY)
- $37,680,587
- Employer contributions
- $23,473,555
- Participant contributions
- $849,740
- Total income / additions
- $26,108,111
- Benefits paid
- $19,862,743
- Administrative expenses
- $1,809,952
- Total expenses
- $21,672,695
- Net increase / (decrease)
- $4,435,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | NONE | $572,537 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $223,908 | not reported in the loaded dataset |
| Dana Crouch | EMPLOYEE | $115,558 | not reported in the loaded dataset |
| Samantha J Griffieth | EMPLOYEE | $97,720 | not reported in the loaded dataset |
| Barbara C Walker | EMPLOYEE | $69,447 | not reported in the loaded dataset |
| Lesley Osborne | EMPLOYEE | $66,689 | not reported in the loaded dataset |
| Karen Coontz | EMPLOYEE | $64,453 | not reported in the loaded dataset |
| Jennifer Wilhite | EMPLOYEE | $63,980 | not reported in the loaded dataset |
| Rhonda K Anderson | EMPLOYEE | $62,091 | not reported in the loaded dataset |
| Kaylie N Watkins | EMPLOYEE | $55,230 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $54,383 | not reported in the loaded dataset |
| Netcomm | NONE | $50,829 | not reported in the loaded dataset |
| Jessica G Shackelford | EMPLOYEE | $37,698 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $36,692 | not reported in the loaded dataset |
| Ted Solieau, Cpa, LLC | NONE | $33,818 | not reported in the loaded dataset |
| Pnc Financial Services Group | NONE | $33,165 | not reported in the loaded dataset |
| Cherry Bekaert Llp | NONE | $30,495 | not reported in the loaded dataset |
| Elixir Rx Solutions LLC | NONE | $22,404 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $15,000 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $10,000 | not reported in the loaded dataset |