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Original filing (PDF)20260316085246NAL0001030865001
CHAMBER BUSINESS SOLUTIONS TRUST
Form 5500
FILING_RECEIVED
CHAMBER BUSINESS SOLUTIONS TRUST
Employee benefit plan
Signals · 1
~2046 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$41.9M
Net assets (EOY)
$13.4M
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 2046 bps in Schedule C fees — 6955% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMBER BUSINESS SOLUTIONS TRUST.
Plan sponsor
Name
CHAMBER BUSINESS SOLUTIONS TRUST
EIN
84-6429706
Address
464 CHENAULT ROAD · FRANKFORT, KY · 40601
Phone
(502) 695-4700
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-16
Audit & trust (Schedule H)
Auditor
MALONEY + NOVOTNY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF KENTUCKY, IN | 61-1237516 | — | N/A | $5.7M | — |
| CONSOLIPLEX KENTUCKY, LLC | 84-3587510 | — | N/A | $2.8M | — |
| MALONEY + NOVOTNY, LLC | 34-0677006 | — | N/A | $76K | — |
| HUNTINGTON NATIONAL BANK | 31-0966785 | — | N/A | $45K | — |
| OPTUM | 41-1858498 | — | N/A | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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