2023 Form 5500 filing — Kentucky Association Of Manufacturers Group Insurance 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 20250501165351NAL0003432225001) for Kentucky Association Of Manufacturers Group Insurance Trust, reported by Kentucky Association Of Manufacturers under EIN 87-6426781 and plan number 501. It reports 1,044 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501165351NAL0003432225001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Kentucky Association Of Manufacturers
- EIN
- 87-6426781
- Plan number
- 501
- Location
- Frankfort, KY
- Participants
- 1,044
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $703,736
- Total liabilities (EOY)
- $609,690
- Net assets (EOY)
- $94,046
- Employer contributions
- $8,796,910
- Participant contributions
- $38,163
- Total income / additions
- $8,835,073
- Benefits paid
- $8,550,927
- Administrative expenses
- $286,978
- Total expenses
- $8,837,905
- Net increase / (decrease)
- -$2,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capstone Administrators | NONE | $88,113 | $0 |
| Kam Services LLC | PLAN SPONSOR AFFILIATE | $67,935 | not reported in the loaded dataset |
| Businessolver | NONE | $64,312 | $0 |
| Allied Advisors Group, LLC | NONE | $36,313 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $18,795 | not reported in the loaded dataset |