How to Read Your Statement

How to Read
Your Statement
Churchill Downs
Louisville, KY
Midway in the fall
Midway, KY
Rustic Barn
Georgetown, KY
Commonwealth of Kentucky
Supplemental Retirement Plans:
• 457(b) tax deferred plan
•4
01(k) tax deferred plan-includes after-tax
Roth 401(k) and Deemed Traditional and
Deemed Roth IRA options
www.kentuckydcp.com
1.800.542.2667 or 502.573.7925
Scan this QR code
with your Smartphone*
to link to the KDC
website. (This QR code
will work with most
free QR scanner apps)
*Access will depend upon your
provider and phone. Your provider
contract and data rates will apply.
KENTUCKY DEFERRED COMPENSATION
101 SEA HERO ROAD SITE 110
FRANKFORT KY 40601-5404
Acct#: 90909090
July 1, 2013 - September 30, 2013
Questions? Contact Us!
John
Participant
YOUR
NAME HERE
123 ADDRESS1
123 ADDRESS2
YOUR STREET
123
YOUR
CITY,
KY 123456
000 TEST
ROAD
TEST KY 99999
PHONE: (800)542-2667
CUSTOMER
SERVICE: (800)542-2667
Website: www.kentuckydcp.com
Write us at: KENTUCKY DEFERRED
COMPENSATION
101 SEA HERO ROAD SUITE 110
FRANKFORT KY 40601-5404
Please review your statement carefully. Corrections may not be accepted
more than 45 days after the closing date of the statement.
Nationwide Investment Services Corporation, member FINRA, In Michigan Only:
Nationwide Investment Svcs. Corporation
457(b) Plan
$61,523.26
$958.33
$185.15
$1,069.74
$0.00
$0.00
$63,736.48
Balance as of 06-30-13
Contributions/Transfers In*
Balance
as of 07-01-13
Interest/Dividend/Cap
Gain/Reimb
Gain/Loss
Withdrawals/Transfers Out**
Charges/Fees
Balance as of 09-30-13
401(k)
$326,328.49
$958.33
$1,329.31
$4,936.76
$0.00
$0.00
$333,552.89
IRA
$96,259.22
$0.00
$291.55
$1,654.25
$0.00
$0.00
$98,205.02
Total
$484,110.97
$1,916.66
$1,806.01
$7,660.75
$0.00
$0.00
$495,494.39
*Including,
not limited to, Employee and Employer Contributions, Rollovers and Transfers In.
Balance
asbut
of 09-30-13
**Including, but not limited to, Rollovers and Transfers Out, Partial and Lump Sum Payments.
Last
Contribution
Amount
$958.33
$958.33
Contributions
This
Period
$958.33
$958.33
$0.00
$0.00
$0.00
$0.00
Contributions
Year
to Date
$958.33
$958.33
$0.00
$0.00
$0.00
$0.00
Last
Distribution
Amount
To the right is your Account Allocation.
Your Account Allocation is how the money
in your account is divided among the
investment options you have selected.
For more information on contribution and
account allocation, log on to
WWW.KENTUCKYDCP.COM
Your Account Allocation
In this section, you will see a summary of salary reductions
(deferrals), for all the plans and options you are enrolled in.
The information is detailed for the quarter and year-to-date.
Investment Type
65%
25%
10%
100%
4
3
• Activity at a Glance
• Contributions and Distributions Summary
Your Asset Allocation - July 1, 2013 to September 30, 2013
Large-Cap Stocks
Balanced
Mid-Cap Stocks
Total Percent/Value
$318,900.30
$125,536.71
$51,057.38
$495,494.39
• Your Asset Allocation
This section displays a pie chart of how your assets are invested
among the investment option classes available through KDC.
Each slice represents an asset class and is described by a chart
legend titled “Investment Type.” It is important to note that
because KDC uses a tiered investment structure, these asset
classes may be spread among multiple tiers.
2
*Percentages and totals may not be exact due to
rounding.
2 | How to Read Your Statement
• Account Information
You will find the totals of all activity that occurred in your
Plan(s) account(s) during the quarter. Each amount displayed
here is detailed on the following pages.
Contributions and Distributions Summary - July 1, 2013 to September 30, 2013
WWW.KENTUCKYDCP.COM
Your unique account number provides protection for your
personal identity. You may use your account number to
establish access and login to your account through the Plan
web site, www.kentuckydcp.com
Your full name and complete street address will be listed.
Activity at a Glance
457 Salary Reduction
401(k) Salary Reduction
401(k) Rollover (Pre-Tax)
IRA IRA Traditional
IRA IRA Roth
Traditional
IRA IRA
Traditional Rollover
IRA Roth
IRA Traditional Rollover
• Account Number
Questions? Call us! (800)422-8463 1
(800)542-2667
Commonwealth of Kentucky Supplemental Retirement Plans | 3
Statement Details
Investment Option Summary (continued)
Current Investment Current Investment
Election
Election (Roth)
Investment Option
Mid-Cap Stocks Total
Ending Price
Units/Shares
0.00%
0.00%
0.00%
87.3900
149.4700
3.5243
2.1463
$307.99
$320.81
$628.80
0.00%
0.00%
63.1300
4.8207
$304.33
$304.33
0.00%
0.00%
Large-Cap Stocks
*Fid Contra
*Vngrd Inst Indx Inst
Statement
Large-Cap Details
Stocks Total
0.00%
0.00%
0.00%
Balanced
*Vngrd Wlngtn Adml
Balanced Total
0.00%
0.00%
Value
$311.77
Investment Option Summary - July 0.00%
1, 2013 to September
30, 2013
0.00%
IRA IRA Roth Total
IRA
IRA Traditional
Rollover
Ending
Price is as
of 9/30/2013
Mid-Cap Stocks
*TRowePr Inst MdCap Eq Gr
Mid-Cap Stocks Total
N/A
N/A
Current Investment
Current N/A
Investment
N/A
Election
Election (Roth)
Investment Option
Large-Cap Stocks
457 Salary
*FidReduction
Contra
Mid-Cap
*VngrdStocks
Inst Indx Inst
*TRowePr
InstTotal
MdCap Eq Gr
Large-Cap
Stocks
Mid-Cap Stocks Total
Balanced
Large-Cap
StocksAdml
*Vngrd Wlngtn
*Fid Contra
Balanced
Total
*Vngrd Inst Indx Inst
Large-Cap
Stocks
TotalTotal
IRA IRA
Traditional
Rollover
TotalBalanced
Percent/Total Value
*Vngrd Wlngtn Adml
Balanced Total
TOTAL
Total Percent/Total Value
$1,244.90
36.1800
534.4969
Ending Price
Units/Shares
N/A
N/A
N/A
87.3900
149.4700
36.1800
218.6144
132.3424
450.5822
$19,104.71
$19,781.22
$16,302.06
$38,885.93
$16,302.06
N/A
25.00%
N/A
25.00%
50.00%
N/A
N/A
N/A
63.1300
87.3900
149.4700
295.9100
181.0177
109.0961
$18,680.80
$15,819.14
$18,680.80
$16,306.59
$32,125.73
$76,904.83
63.1300
242.4948
36.1800
274.6739
N/A
100.00%
Current
Investment
Election is only applicable to accounts funded by payroll deduction.
401(k) Salary
Reduction
Mid-Cap Stocks
*TRowePr Inst MdCap Eq Gr
25.00%
Mid-Cap Stocks Total
25.00%
Your
Account Values by Investment Option - July 1, 2013 to September 30, 2013
Large-Cap Stocks
*Fid Contra
*Vngrd Inst Indx Inst
Large-Cap Stocks Total
Beginning
Balance
457 Salary Reduction (0047428001)
Balanced
Mid-Cap
StocksWlngtn Adml
*Vngrd
*TRowePr Inst
MdCap Eq Gr
Balanced
Total
Mid-Cap Stocks Total
$15,660.04
$15,660.04
401(k)
SalaryStocks
Reduction Total
Large-Cap
*Fid Contra
*Vngrd Inst Indx Inst
401(k)
Rollover (Pre-Tax)
Large-Cap Stocks Total
$15,264.76
$15,724.44
$30,989.20
Large-Cap Stocks
Balanced
*Fid Contra
*Vngrd Wlngtn Adml
*Vngrd Inst Indx
Balanced Total
Inst
Large-Cap Stocks Total
457(b) Plan Total
Balanced
*Vngrd Wlngtn Adml
401(k)Balanced
Salary Reduction
Total(0047428002)
Total
Percent/Total
Large-Cap
Stocks Value
*Fid Contra
*Vngrd Inst Indx Inst
Large-Cap Stocks Total
IRA IRA Traditional
Mid-Cap Stocks
*TRowePr Inst MdCap Eq Gr
Mid-Cap Stocks Total
25.00%
$239.58
25.00%
$239.58
100.00%
$239.59
$239.58
$479.17
N/A
Charges/
Credits/Fees
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$83.60
$83.60
$314.79
$258.97
$573.76
1,120.2995
$402.44
$402.44
$239.58
N/A
$239.58
$0.00
$0.00
$0.00
$0.00
87.3900
$0.00
149.4700
$0.00
$101.55
$101.55
209.4222
$93.54
157.9939
$93.54
$61,523.26
$958.33
$0.00
$0.00
$0.00
$185.15
$1,069.74
N/A
63.1300
248.3528
$9,454.00
$9,454.00
N/A
$239.58
$239.58
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$244.12
$244.12
$239.59
$239.58
$479.17
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$625.74
$625.74
$1,496.27
$1,921.66
$3,417.93
$98,205.02
$15,308.69
$15,308.69
$495,494.39
$63,736.48
$9,937.70
$9,937.70
$74,818.85
$120,476.56
Ending
$195,295.41
Balance
$70,724.51
$16,302.06
$70,724.51
$16,302.06
$275,957.62
$15,819.14
$16,306.59
$32,125.73
$18,301.41
$15,308.69
$23,615.35
$15,308.69
$41,916.76
$63,736.48
$15,678.51
$15,678.51
$57,595.27
$9,937.70
$9,937.70
$333,552.89
*Vngrd Inst Indx Inst
Large-Cap Stocks Total
25.00%
25.00%
50.00%
0.00%
0.00%
0.00%
Balanced
*Vngrd Wlngtn Adml
Balanced Total
25.00%
25.00%
0.00%
0.00%
100.00%
0.00%
0.00%
0.00%
IRA IRA Roth
Mid-Cap Stocks
*TRowePr Inst MdCap Eq Gr
63.1300
Gain/Loss
$14,874.02
$14,874.02
0.00%
0.00%
IRA IRA Traditional Total
Cap Gain/
Reimb
856.1488
806.0250
Withdrawals
Transfers Out
25.00%
25.00%
Large-Cap Stocks
87.3900 Interest/
149.4700 Dividend/
Exchanges
$73,082.99
$117,689.58
$190,772.57
WWW.KENTUCKYDCP.COM
*Fid Contra
2
25.00%
25.00%
Contributions/
50.00%
Transfers In
N/A
N/A
Mid-Cap Stocks
401(k)*TRowePr
Rollover
Total
Inst(Pre-Tax)
MdCap Eq Gr
Mid-Cap Stocks Total
Value
N/A
N/A
25.00%
N/A
25.00%
25.00%
25.00%
* Fund is valued in shares rather than units
$19,338.10
$19,338.10
36.1800
142.8345
$74,818.85
$120,476.56
$195,295.41
$5,167.75
$5,167.75
Questions?
Call us! (800)422-8463
3
87.3900
56.9848
$4,979.90
149.4700
33.9049
$5,067.77
$10,047.67
63.1300
76.6651
$4,839.87
$4,839.87
• Investment Option Summary
This summary displays how future deferrals will be invested, based
on the investment options and corresponding allocation percentages
you have chosen. The summary also shows the ending price, number
of shares, and corresponding value for each option in which you
have invested.
• Your Account Values by Investment Option
In this section you will find the dollar value of your accounts detailed
by investment option for each of the Plan(s) and investment types,
such as Deemed Roth IRA. In addition to beginning and ending
balances, the columns report:
Contributions/Transfers in — Includes contributions, transfers
and loan payments you have made to your account.
Exchanges — Includes fund exchanges made to your accounts
during the quarter.
Withdrawals/Transfers Out —Includes withdrawals from and
transfers out of your Plan accounts. Loan disbursements represent
money you borrowed from your account.
Charges/Credits/Fees — Lists charges and fees for the quarter.
Interest/Dividend/Cap Gain/Reimb — “Interest” is any amount
credited to your account by any short-term investments. “Dividends/
Cap Gains” means the dividends and capital gains posted by the
investment options during the quarter. “Reimb” represents your
portion of mutual fund recordkeeping reimbursements paid back
to the Plan by fund companies.
Gain/Loss — “Gain/Loss” is the difference between “Beginning
Balance” and “Ending Balance.” It represents the amount your
account gained or lost due to market performance over the quarter,
as well as any deferrals and withdrawals you made during the period.
$20,055.29
36.1800
8.6173
$311.77
QUARTERLY REPORT FOR KENTUCKY TEST
4 | How to Read Your Statement
Commonwealth of Kentucky Supplemental Retirement Plans | 5
Statement Details
Statement Details
Statement Details
Transaction Details - July 1, 2013 to September 30, 2013
Pay Period
Effective
Total
Transaction
DetailsAmount
- July
End
Date
Date
7/1/2013
7/1/2013
$958.33
Pay Period
Effective
Transaction
Details Total
- July
End Date
Date
Amount
7/1/2013
7/1/2013
$958.33
Pay Period
Effective
Total
End Date
7/1/2013
Date
7/1/2013
Amount
$958.33
7/1/2013
7/1/2013
7/1/2013
1,
1,
Transaction
Money
2013
to September
Type
Source 30,
Deferral
457 Salary
Transaction
Money 30,
Reduction
2013
to September
Type
Source
Deferral
457
Salary
Transaction
Money
Reduction
Type
Source
Deferral
401(k)
Salary
457 Salary
Reduction
$958.33
Deferral
401(k) Salary
Reduction
7/1/2013
$185.15
$958.33
Dividend
Deferral
7/1/2013
7/1/2013
$1,100.75
$185.15
Dividend
Dividend
7/1/2013
7/1/2013
$228.56
$1,100.75
$185.15
Dividend
Dividend
7/1/2013
7/1/2013
$228.56
$1,100.75
$58.99
Dividend
Dividend
7/1/2013
7/1/2013
7/1/2013
$228.56
$3.72
$58.99
Dividend
Dividend
Dividend
7/1/2013
7/1/2013
$228.84
$3.72
$58.99
Dividend
Dividend
7/1/2013
$228.84
$3.72
Dividend
457 Salary
401(k)
Salary
Reduction
401(k) Salary
457
Salary
Reduction
Reduction
401(k)
401(k)
Salary
457
Salary
Rollover
(PreReduction
Tax)
401(k)
401(k)
Salary
IRA IRA
Rollover
(PreReduction
Traditional
Tax)
IRA401(k)
IRA Roth
IRA
IRA
Rollover (PreTraditional
Tax)
IRA IRA
IRA
IRAIRA
Roth
IRA
Traditional
Traditional
Rollover
IRA
IRA
IRA IRA Roth
Traditional
Rollover
IRA IRA
7/1/2013
$228.84
Your Beneficiary
Information
Dividend
Primary Beneficiary
D1 Kentucky Bene1
Your Beneficiary Information
Traditional
Rollover
Investment
2013
Option
Fid Contra
Investment
TRowePr
Inst MdCap Eq
2013
Option
Gr
Fid Contra
Vngrd
Inst Indx Inst
Investment
TRowePr
Inst Adml
MdCap Eq
Vngrd
Wlngtn
Option
Gr Contra
Fid
Vngrd InstInst
IndxMdCap
Inst Eq
TRowePr
Vngrd
Wlngtn
Adml
Gr
Fid Contra
Vngrd
Inst Indx Inst
TRowePr
Inst Adml
MdCap Eq
Vngrd
Wlngtn
Gr
Vngrd
Inst Indx Inst
Fid Contra
Vngrd
Inst
Indx
Inst Eq
Vngrd
Wlngtn
TRowePr
Inst Adml
MdCap
Vngrd
Wlngtn Adml
Gr
Vngrd
Inst Indx Inst
Vngrd
Inst
Indx
Inst
Vngrd Wlngtn Adml
Vngrd Wlngtn Adml
Vngrd Inst Indx Inst
Vngrd
Inst
Indx
Inst
Vngrd Wlngtn Adml
Vngrd Wlngtn Adml
Vngrd
Inst
Indx
Inst
Vngrd Inst Indx Inst
Vngrd Wlngtn
Wlngtn Adml
Adml
Vngrd
Vngrd
Inst
Indx
Inst
Vngrd Inst Indx Inst
Vngrd Wlngtn
Inst
IndxAdml
Inst
Wlngtn
Adml
Vngrd
Vngrd Wlngtn Adml
Vngrd Inst Indx Inst
Vngrd
Inst
Indx
Inst
Vngrd Wlngtn Adml
Vngrd Wlngtn Adml
Vngrd Inst Indx Inst
Vngrd Wlngtn Adml
Vngrd Inst Indx Inst
Vngrd Wlngtn Adml
Your Beneficiary Information
D1 Kentucky Bene1
100%
Primary Beneficiary
D1 Kentucky
Bene1
Your Loan Information - July
1, 2013
to September 100%
30, 2013
Outstanding
Information
Your Loan Loan
Information
- July
1, 2013 to September 30, 2013
Plan Type
457(b) Plan
Your Loan Loan
Information
- July
Outstanding
Information
1, 2013 to September 30, 2013
Loan
Balance On
Principal
Loan Activity 07/01/2013
this Period
Number
Paid
Principal
200909090
$49,258.13
$2,261.61
Loan
Balance On
Principal
Number
Paid
07/01/2013
200909090
$49,258.13
$2,261.61
Loan
Adjustment
Principal
$0.00
Loan
Adjustment
$0.00
Loan
Number
90909090
Issue
Date
07/23/2012
Loan
Issue
Plan Type
Number
Date
Outstanding
Information
457(b)
Plan
90909090
07/23/2012
Loan
ActivityLoan
this
Period
Loan
Issue
Principal
Plan Type
NumberOn
Date
Loan
Balance
Principal
457(b) Plan
90909090
07/23/2012
Number
Paid
Loan Activity 07/01/2013
this Period
200909090
$49,258.13
$2,261.61
Principal
Maturity
Date
07/23/2017
Maturity
Date
07/23/2017
Maturity
Principal
Date Loan
07/23/2017
Adjustment
$0.00
Principal
Your Personalized Rate of Return
Your Personalized Rate of Return
Original
Loan Amount
$50,000.00
Original
Loan Amount
$50,000.00
Original
Principal
Loan Amount
Loan
Principal
$50,000.00
Disbursement
Offset
$0.00
$0.00
Principal
Loan
Disbursement
Principal
$0.00
Loan
Disbursement
Last
$0.00
Principal
Offset
$0.00
Principal
Offset
12 Months
$0.00
6.85%
147.8900
147.8900
147.8900
62.9300
62.9300
62.9300
147.8900
147.8900
62.9300
62.9300
147.8900
147.8900
62.9300
62.9300
147.8900
147.8900
147.8900
62.9300
62.9300
62.9300
147.8900
147.8900
62.9300
62.9300
147.8900
62.9300
147.8900
62.9300
1.6200
4.2311
0.5653
3.8071
7.5482
1.6137
0.8310
4.2311
0.5653
1.6790
7.5482
1.6137
0.8310
4.2311
0.1783
1.6790
7.5482
0.5183
0.8310
0.0113
0.1783
1.6790
0.0326
0.5183
0.6961
0.0113
0.1783
2.0005
0.0326
0.5183
0.6961
0.0113
2.0005
0.0326
0.6961
2.0005
Contingent Beneficiary
100%
Primary Beneficiary
Price Units/Shares
86.3600
2.7743
35.7400
6.7034
Price Units/Shares
147.8900
1.6200
86.3600
2.7743
62.9300
3.8071
35.7400
6.7034
Price Units/Shares
147.8900
1.6200
86.3600
2.7743
2.7743
62.9300
3.8071
35.7400
6.7034
6.7034
147.8900
1.6200
1.6200
86.3600
2.7743
62.9300
3.8071
3.8071
35.7400
6.7034
147.8900
1.6200
147.8900
0.5653
86.3600
2.7743
62.9300
3.8071
62.9300
1.6137
35.7400
6.7034
Interest
Rate
4.25%
D2 Kentucky Bene2
D3 Kentucky Bene3
Contingent
D3
Kentucky Beneficiary
Bene4
D2 Kentucky Bene2
D3
Kentucky Beneficiary
Bene3
Contingent
D3
D2 Kentucky
Kentucky Bene4
Bene2
Last Payment
Date
9/25/2013
$239.58
$625.74
$83.60
$239.58
$475.01
$101.55
$122.90
$625.74
$83.60
$105.66
$475.01
$101.55
$122.90
$625.74
$26.37
$105.66
$475.01
$32.62
$122.90
$1.67
$26.37
$105.66
$2.05
$32.62
$102.95
$1.67
$26.37
$125.89
$2.05
$32.62
$102.95
$1.67
$125.89
$2.05
$102.95
$125.89
Principal
Loan
Paid
$2,261.61
Principal
Paid
$2,261.61
• Contributions
• Withdrawals
• Exchanges among investment options
• Interest, dividends, capital gains, and mutual fund
reimbursements
• Plan charges deducted from your account(s)
• Your Loan Information
If you have taken a loan from your KDC account(s), your payments
and how that money was applied to your loan will be detailed here.
This section shows by percentage how much your account(s)
gained or lost over the last 12 months. It includes a brief
explanation of how the rate of return is calculated. (To be
displayed July 2014)
Loan Status
Active
Interest
Charges
Total
$512.34
Interest
Paid
$512.34
Finance
$0.00
Charges
Paid
$0.00
$2,773.95
Total
Payment
$2,773.95
Payments
this
Paid
PaidPeriod
Payment
Months
This
return
measures the performance
of your
investment options, Last
net of12
fees,
but excludes any amounts such as outstanding plan loans, amounts held in
Your
Personalized
Rate of
Return
6.85%
a self-directed brokerage option and certain administrative fees that may apply,
only to your account, for the time period indicated, or the life of your
account, whichever is shorter. Please see your most recent quarterly
participant
statement for more information. Past performance is no guarantee of
Last 12 Months
This return
measures the performance of your investment options, net of fees,
but excludes any amounts such as outstanding plan loans, amounts held in
future
results.WWW.KENTUCKYDCP.COM
6.85%
a self-directed brokerage option and certain administrative fees that may apply, only to your account, for the time period indicated, or the life of your
account,
whichever
is the
shorter.
Please see
yourinvestment
most recentoptions,
quarterly
statement
more
information.
performance
is no guarantee
of in
This return
measures
performance
of your
netparticipant
of fees, but
excludesfor
any
amounts
such asPast
outstanding
plan loans,
amounts held
future
results.WWW.KENTUCKYDCP.COM
a
self-directed
brokerage option and certain administrative fees that may apply, only to your account, for the time period indicated, or the life of your
account, whichever is shorter. Please see your most recent quarterly participant statement for more information. Past performance is no guarantee of
future results.WWW.KENTUCKYDCP.COM
WWW.KENTUCKYDCP.COM
Questions? Call us! (800)422-8463
WWW.KENTUCKYDCP.COM
(800)542-2667 5
Questions? Call us! (800)422-8463
WWW.KENTUCKYDCP.COM
Questions? Call us! (800)422-8463
6 | How to Read Your Statement
This section itemizes each activity conducted in your accounts,
displayed by the date it occurred. You can see each transaction
type by investment option, the price at which the option was
acquired or sold, and the number of shares affected.
“Transaction Types” include:
• Your Personalized Rate of Return
33%
33%
Interest
Last Payment
Last Payment
Rate
(Princ/Int)
Date
Loan Status
4.25%
$924.65
9/25/2013
Active
Loan
Payments
this Period
Interest
Last Payment
Last Payment
Principal
Finance
Rate On
(Princ/Int) InterestDate Charges Loan Status
Balance
Total
Principal
4.25%
$924.65
9/25/2013
Active
Paid Payments
Paid
PaidPeriod
Payment
09/30/2013
Loan
this
$46,996.52
$512.34
$0.00 $2,773.95
Principal $2,261.61
Finance
Balance On
09/30/2013
Principal
$46,996.52
Balance On
09/30/2013
$46,996.52
• Transaction Details
$239.58
$239.58
$239.59
$239.58
$239.58
$239.58
$239.58
$83.60
$239.59
$239.58
$101.55
$239.58
34%
33%
33%
34%
33%
33%
34%
D3 Kentucky Bene3
D3 Kentucky Bene4
Last Payment
(Princ/Int)
$924.65
Amount
Per
Fund
Amount
$239.59
Per
$239.58
Fund
$239.58
Amount
$239.59
$239.58
Per
$239.58
Fund
$239.58
$239.59
$239.59
$239.58
$239.58
$239.58
5
Important Disclosures
Beneath this heading are detailed explanations about KDC
terminology, information KDC is required to provide by law
or regulation. KDC is committed to full transparency.
If you have a question about the information you find in any
material provided by the Plan, please do not hesitate to call
1-800-542-2667 or 502-573-7925.
5
Commonwealth of Kentucky Supplemental Retirement Plans | 7
KY Horse Farm,
Courtesy KY Tourism Cabinet
Plan Service Representatives are registered
representatives of Nationwide Investment Services
Corporation, member FINRA. The information
provided is for educational purposes only and is
not investment or tax advice.
NRM-3283KY-KY (09/13)