How big is KVC Health Systems, Inc.'s plan?

KVC Health Systems, Inc.'s plan reported $30.4M in assets and 2,632 participants for 2024.

Original filing (PDF)20251014122504NAL0003923056001

KVC Health Systems, Inc.

Name: KVC Health Systems, Inc. — KVC 403(b) Retirement, Form 5500 (2024)
Creator: KVC Health Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KVC 403(b) Retirement Plan

403(b) retirement plan · KVC Health Systems, Inc.'s KVC 403(b) Retirement Plan held $30.4M in plan assets for 2,632 participants in 2024, with Principal as recordkeeper.

Active participants

2,632

Accounts w/ balance

2,670

Plan assets (EOY)

$30.4M

Net assets (EOY)

$30.4M

People on this filing

Tabetha Vance signed KVC Health Systems, Inc.'s 2024 Form 5500 as plan administrator.

Tabetha Vance — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KVC Health Systems, Inc.'s EIN is 26-2516589.

EIN 26-2516589

Plan number 002

Plan year 2024

ACK ID 20251014122504NAL0003923056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KVC Health Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KVC Health Systems, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

KVC HEALTH SYSTEMS, INC.

EIN

all filings

Address

21350 W 153RD STREET · OLATHE, KS · 660615413

Phone

(913) 322-4900

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$73K	—

Investments

30 direct securities· $30.4M(100% of reported assets)

Other securities

$28.2M

19 holdings

Common Collective Trusts

$1.1M

1 holding

Mutual Funds

$618K

6 holdings

Common Stocks

$469K

3 holdings

U.S. Treasuries

$62K

1 holding

					% of plan
Principal Lifetime Hybrid 2050 R6 Mutual Fund	Other securities	—	—	$4.4M	14.5%
Principal Lifetime Hybrid 2040 R6 Mutual Fund	Other securities	—	—	$4.1M	13.6%
Principal Lifetime Hybrid 2045 R6 Mutual Fund	Other securities	—	—	$3.5M	11.6%
Principal Lifetime Hybrid 2055 R6 Mutual Fund	Other securities	—	—	$3.4M	11.3%
Principal Lifetime Hybrid 2035 R6 Mutual Fund	Other securities	—	—	$3.0M	9.8%
Principal Lifetime Hybrid 2060 R6 Mutual Fund	Other securities	—	—	$2.5M	8.4%
Principal Lifetime Hybrid 2030 R6 Mutual Fund	Other securities	—	—	$1.9M	6.1%
Principal Lifetime Hybrid 2065 R6 Mutual Fund	Other securities	—	—	$1.5M	5.0%
Principal Lifetime Hybrid 2025 R6 Mutual Fund	Other securities	—	—	$1.4M	4.7%
Fidelity 500 Index FD Mutual Fund	Common Collective Trusts	—	—	$1.1M	3.5%
Principal Lifetime Hybrid 2015 R6 Mutual Fund	Other securities	—	—	$856K	2.8%
Notes Receivable from Participants with maturity July 2030	Other securities	—	—	$534K	1.8%
Principal Lifetime Hybrid 2020 R6 Mutual Fund	Other securities	—	—	$297K	1.0%
AB Large Cap Growth Z Fund Mutual Fund	Other securities	—	—	$293K	1.0%
JP Morgan EQUITY INC R5 FD Mutual Fund	Common Stocks	—	—	$232K	0.8%
Principal Fixed Inc Guar Option Investment Contract	Common Stocks	—	—	$223K	0.7%
Fidelity MID CP Index FD Mutual Fund	Mutual Funds	—	—	$196K	0.6%
Fidelity SM CAP Index FD Mutual Fund	Mutual Funds	—	—	$149K	0.5%
John Hancock DISC VL MDCP A FD Mutual Fund	Other securities	—	—	$114K	0.4%
Fidelity US Bond Index FD Mutual Fund	Mutual Funds	—	—	$106K	0.3%
Vanguard DEV MKTS INDEX ADM FD Mutual Fund	Mutual Funds	—	—	$77K	0.3%
BlackRock Midcap R6 FD Mutual Fund	Other securities	—	—	$76K	0.2%
Amer Beacon SM CP VAL Y FD Mutual Fund	Other securities	—	—	$73K	0.2%
PGIM TOTAL RET BOND R6 FD Mutual Fund	U.S. Treasuries	—	—	$62K	0.2%
Janus Henderson Venture N FD Mutual Fund	Mutual Funds	—	—	$59K	0.2%
AM Funds Europacific Growth R2 Mutual Fund	Other securities	—	—	$54K	0.2%
Goldman Sachs EM MKT EQ IS INV Mutual Fund	Other securities	—	—	$54K	0.2%
PIMCO INCOME INSTITUTIONAL FD Mutual Fund	Mutual Funds	—	—	$32K	0.1%
Principal Lifetime Hybrid Inc R6 Mutual Fund	Common Stocks	—	—	$14K	<0.1%
Principal Lifetime Hybrid 2070 R6 Mutual Fund	Other securities	—	—	$13K	<0.1%