Original filing (PDF)20251010175506NAL0013647056001

KPMG LLP

Name: KPMG LLP — KPMG LLP HEALTH PLANS, Form 5500 (2024)
Creator: KPMG LLP

Form 5500

FILING_RECEIVED

KPMG LLP HEALTH PLANS

Health & welfare plan

Signals · 3

100% in single holding~2798 bps in Sched C feesNo recordkeeper disclosed

Active participants

27,540

Accounts w/ balance

—

Plan assets (EOY)

$74.3M

Net assets (EOY)

$25.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KPMG LLP.

Plan sponsor

Name

KPMG LLP

EIN

13-5565207

Address

75 CHESTNUT RIDGE ROAD · MONTVALE, NJ · 076451842

Phone

(201) 307-7157

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

506

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
AETNA LIFE INSURANCE COMPANY	06-6033492	—	CONTRACT ADMINISTRATOR	$19.7M	—
AETNA BEHAVIORAL HEALTH	20-0446713	—	PLAN ADMINISTRATOR	$1.1M	—
HEALTH AND HUMAN RESOURCE CENTER	33-0052273	—	PLAN ADMINISTRATOR	$90K	—