· 2022–2024 · DOL EFAST2

JAMES GRAHAM BROWN FOUNDATION INC — JAMES GRAHAM BROWN FOUNDATION INC CBS BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251229132548NAL0028542048001

JAMES GRAHAM BROWN FOUNDATION INC

Form 5500-SF

FILING_RECEIVED

JAMES GRAHAM BROWN FOUNDATION INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

8

Accounts w/ balance

—

Plan assets (EOY)

$25K

Net assets (EOY)

$8K

Plan health score (directional)

Limited public data — directional only

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. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES GRAHAM BROWN FOUNDATION INC.

Plan sponsor

Name

JAMES GRAHAM BROWN FOUNDATION INC

EIN

61-0724060

Address

471 WEST MAIN STREET · STE 401 · LOUISVILLE, KY · 40202

Phone

(502) 896-2440

Industry

Other Services (ex. Public Admin)see 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

Related plans

Similar-size Other Services (ex. Public Admin) plans

CALVARY CHRISTIAN FELLOWSHIP FOR

CALVARY CHRISTIAN FELLOWSHIP FORT WAYNE INC 401K

$25K · 2 participants

KENTUCKY WORLD TRADE CENTER, INC.

KENTUCKY WORLD TRADE CENTER 401(K) PLAN

JUST GO FOR IT INC

JUST GO FOR IT INC 401(K)

$25K · 3 participants

PIMA COUNTY COMMUNITY LAND TRUST

PIMA COUNTY COMMUNITY LAND TRUST

$25K · 6 participants

AL HAYAT MINISTRIES

AL HAYAT MINISTRIES 401(K) PLAN

$25K · 14 participants