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Original filing (PDF)20251015182945NAL0010745074001
KOHL'S, INC.
Form 5500
FILING_RECEIVED
KOHL'S GROUP HEALTH PLAN
Health & welfare plan
Signals · 3
~31635 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
96,863
Accounts w/ balance
—
Plan assets (EOY)
$16.6M
Net assets (EOY)
-$3.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 31635 bps in Schedule C fees — 108985% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOHL'S, INC..
Plan sponsor
Name
KOHL'S, INC.
EIN
13-3357362
Address
N56 W 17000 RIDGEWOOD DRIVE · MENOMONEE FALLS, WI · 53051
Phone
(262) 273-5750
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4G · Prepaid Legal
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WISCONSIN | 39-0138065 | — | CONTRACT ADMIN. | $5.8M | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CVS HEALTH | 05-0340626 | — | PHARMACY MGMT | $40.2M | — |
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSING | $5.3M | — |
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | DENTAL ADMIN. | $515K | — |
| CENTIVO | — | BUFFALO, NY | NONE | $378K | — |
| PRUDENTRX | 84-4560702 | — | NONE | $357K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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