Original filing (PDF)20251014151504NAL0004351728001

LG&E AND KU ENERGY, LLC

Name: LG&E AND KU ENERGY, LLC — LG&E AND KU RETIREE MEDICAL CONTINUATION PLAN, Form 5500 (2024)
Creator: LG&E AND KU ENERGY, LLC

Form 5500

FILING_RECEIVED

LG&E AND KU RETIREE MEDICAL CONTINUATION PLAN

Health & welfare plan

Signals · 2

100% in single holding~2173 bps in Sched C fees

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$5.3M

Net assets (EOY)

$3.7M

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 A

Top-tier plan health

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LG&E AND KU ENERGY, LLC.

Plan sponsor

Name

LG&E AND KU ENERGY, LLC

EIN

20-0523163

Address

2701 EASTPOINT PARKWAY · LOUISVILLE, KY · 40223

Phone

(502) 627-2000

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

520

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF NEW YORK MELLON	13-5160382	—	TRUSTEE	$7K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ANTHEM HEALTH PLANS OF KY, INC.	61-1237516	—	CONTRACT ADMINISTRATOR	$506K	—
TELUS HEALTH (US) LTD.	52-1883918	—	CONTRACT ADMINISTRATOR	$413K	—
EXPRESS SCRIPTS, INC.	22-3461740

Investments

1 direct security· $4.2M(80% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Money market funds, variable rate, no Goldman Sachs Financial Square Treasury Solution Fund maturity date	—	—	$4.2M	$4.2M	79.7%

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