Kentucky Construction Industry Trust — Form 5500 plan (Kentucky Construction Industry Trust)
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 Construction Industry Trust is a benefit plan reported by Kentucky Construction Industry Trust under EIN 61-6094900 and plan number 510. The latest loaded filing year is 2023. The filing reports 7,701 participants and $7,969,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kentucky Construction Industry Trust
- EIN
- 61-6094900
- Plan number
- 510
- Plan type
- 4
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 7,701
- End-of-year plan assets
- $7,969,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,701 | H, C | 20250114141439NAL0011683635003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,969,530
- Total liabilities (EOY)
- $1,909,127
- Net assets (EOY)
- $6,060,403
- Net assets (BOY)
- $5,371,417
Income & contributions
- Employer contributions
- $56,933,695
- Total contributions
- $56,933,695
- Total income / additions
- $57,776,768
Expenses & distributions
- Benefits paid
- $56,405,924
- Administrative expenses
- $681,858
- Total expenses
- $57,087,782
- Net increase / (decrease)
- $688,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiserv/Asgi | NONE | $581,368 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $33,182 | not reported in the loaded dataset | 2023 |
| Dean Dorton Allen Ford, Pllc | NONE | $25,025 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services LLC | NONE | $17,772 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $10,260 | not reported in the loaded dataset | 2023 |
| Central Bank | NONE | $7,467 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kentucky Construction Industry Trust
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Fiserv/Asgi — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Dean Dorton Allen Ford, Pllc — Schedule C compensation
- Usi Insurance Services LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Central Bank — Schedule C compensation