Original filing (PDF)20251229132826NAL0010225107001

THE LIBRARY FOUNDATION

Name: THE LIBRARY FOUNDATION — THE LIBRARY FOUNDATION CBS BENEFIT PLAN, Form 5500 (2024)
Creator: THE LIBRARY FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE LIBRARY FOUNDATION CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$898

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 THE LIBRARY FOUNDATION.

Plan sponsor

Name

THE LIBRARY FOUNDATION

EIN

61-0969361

Address

301 YORK STREET · LOUISVILLE, KY · 40203

Phone

(502) 754-1702

Industry

Health Care & Social Assistancesee 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 Health Care & Social Assistance plans

WESLEY HOUSE COMMUNITY

WESLEY HOUSE COMMUNITY CBS BENEFIT PLAN

$3K · 7 participants

JEWISH HERITAGE FUND FOR EXCELLENCE

JEWISH HERITAGE FUND FOR EXCELLENCE CBS BENEFIT PLAN

$3K · 7 participants

PSYCHO SOCIAL THERAPIES

PSYCHO SOCIAL THERAPIES SOCA BENEFIT PLAN

$3K · 12 participants

BUTLER COUNTY UNITED WAY

BUTLER COUNTY UNITED WAY SOCA BENEFIT PLAN

$3K · 5 participants

VOCATIONAL RESOURCE CENTER

VOCATIONAL RESOURCE CENTER SOCA BENEFIT PLAN