Kentucky Organ Donor Affiliates 401(K) Plan — Form 5500 plan (Kentucky Organ Donor Affiliates)
Plain-English plan 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, Kentucky Organ Donor Affiliates 401(K) Plan is a benefit plan reported by Kentucky Organ Donor Affiliates under EIN 61-1122515 and plan number 003. The latest loaded filing year is 2023. The filing reports 170 participants and $8,232,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kentucky Organ Donor Affiliates
- EIN
- 61-1122515
- Plan number
- 003
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $8,232,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20240920154557NAL0010709872004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,232,043
- Net assets (EOY)
- $8,232,043
- Net assets (BOY)
- $6,090,753
Income & contributions
- Employer contributions
- $869,356
- Participant contributions
- $600,196
- Total contributions
- $1,702,780
- Total income / additions
- $2,796,708
Expenses & distributions
- Benefits paid
- $622,162
- Administrative expenses
- $33,256
- Total expenses
- $655,418
- Net increase / (decrease)
- $2,141,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $26,852 | $0 | 2023 |
| Morgan Stanley Smith Barney, LLC | BROKER/ADVISOR | $0 | $14,244 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,668 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,323 | $0 | 2023 |
| Retirement Management Services, LLC | CONTRACT ADMIN | $1,250 | $0 | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISOR | $0 | $240 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kentucky Organ Donor Affiliates
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Ins Co Of America — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation