2023 Form 5500 filing — Kentucky Primary Care Association Health & Benefits Trust
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 20241015085828NAL0027884529005) for Kentucky Primary Care Association Health & Benefits Trust, reported by Kentucky Primary Care Association Health under EIN 81-7070859 and plan number 501. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085828NAL0027884529005
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Kentucky Primary Care Association Health
- EIN
- 81-7070859
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $504,098
- Total liabilities (EOY)
- $226,241
- Net assets (EOY)
- $277,857
- Employer contributions
- $9,383,951
- Total income / additions
- $9,396,578
- Benefits paid
- $9,177,281
- Administrative expenses
- $203,637
- Total expenses
- $9,380,918
- Net increase / (decrease)
- $15,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capstone Administrators LLC | not reported in the loaded dataset | $157,688 | $15,819 |
| Frank N Hestand Cpa Psc | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset |