2023 Form 5500 filing — Kentucky Organ Donor Affiliates 401(K) Plan
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 20240920154557NAL0010709872004) for Kentucky Organ Donor Affiliates 401(K) Plan, reported by Kentucky Organ Donor Affiliates under EIN 61-1122515 and plan number 003. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920154557NAL0010709872004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kentucky Organ Donor Affiliates
- EIN
- 61-1122515
- Plan number
- 003
- Location
- Louisville, KY
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,232,043
- Net assets (EOY)
- $8,232,043
- Employer contributions
- $869,356
- Participant contributions
- $600,196
- Total income / additions
- $2,796,708
- Benefits paid
- $622,162
- Administrative expenses
- $33,256
- Total expenses
- $655,418
- Net increase / (decrease)
- $2,141,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $26,852 | $0 |
| Morgan Stanley Smith Barney, LLC | BROKER/ADVISOR | $0 | $14,244 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,668 | $0 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,323 | $0 |
| Retirement Management Services, LLC | CONTRACT ADMIN | $1,250 | $0 |
| Morgan Stanley Insurance Services | BROKER/ADVISOR | $0 | $240 |