Plan5500

Kentucky Primary Care Association Health & Benefits Trust — Form 5500 plan (Kentucky Primary Care Association Health)

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 Primary Care Association Health & Benefits Trust is a benefit plan reported by Kentucky Primary Care Association Health under EIN 81-7070859 and plan number 501. The latest loaded filing year is 2023. The filing reports 408 participants and $504,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kentucky Primary Care Association Health
EIN
81-7070859
Plan number
501
Plan type
4
Location
Lexington, KY
Latest filing year
2023
Participants
408
End-of-year plan assets
$504,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20241015085828NAL0027884529005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$504,098
Total liabilities (EOY)
$226,241
Net assets (EOY)
$277,857
Net assets (BOY)
$262,197

Income & contributions

Employer contributions
$9,383,951
Total contributions
$9,383,951
Total income / additions
$9,396,578

Expenses & distributions

Benefits paid
$9,177,281
Administrative expenses
$203,637
Total expenses
$9,380,918
Net increase / (decrease)
$15,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capstone Administrators LLCnot reported in the loaded dataset$157,688$15,8192023
Frank N Hestand Cpa Pscnot reported in the loaded dataset$5,000not reported in the loaded dataset2023

Related Form 5500 pages