Original filing (PDF)20251229132803NAL0010223907001

KY INSURANCE & INVESTMENT GROUP

Name: KY INSURANCE & INVESTMENT GROUP — KY INSURANCE & INVESTMENT GROUP CBS BENEFIT PLAN, Form 5500 (2024)
Creator: KY INSURANCE & INVESTMENT GROUP

Form 5500-SF

FILING_RECEIVED

KY INSURANCE & INVESTMENT GROUP CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

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 KY INSURANCE & INVESTMENT GROUP.

Plan sponsor

Name

KY INSURANCE & INVESTMENT GROUP

EIN

20-1866519

Address

3320 CLAYS MILL RD · SUITE 214 · LEXINGTON, KY · 40503

Phone

(859) 224-0316

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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