Plan Snapshot
- Plan Sponsor: Afscme Health And Welfare Fund
- Sponsor EIN: 237360639
- Sponsor Address: 150 SOUTH 43RD STREET, HARRISBURG, PA, 171115708
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,162
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,162 | $22.3M | $5.3M | $51,648 |
| 2023 | 4,430 | $21.6M | $5.1M | $51,488 |
| 2022 | 4,407 | $20.3M | $5.3M | $44,538 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PA PUBLIC EMPLOYEES CN 13 OF AFSCME | Other Service Provider | $238,942 | — | $238,942 |
| BENECARD SERVICES INC. | Other Service Provider | $132,011 | — | $132,011 |
| PNC BANK N.A. | Other Service Provider | $98,632 | — | $98,632 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $47,586 | — | $47,586 |
| WEAVER AND TIDWELL, LLP | Auditor | $36,052 | — | $36,052 |
| CONRAD M. SIEGEL, INC. | Actuary | $24,900 | — | $24,900 |
| NATIONAL VISION ADMINISTRATORS, LLC | Other Service Provider | $22,305 | — | $22,305 |
| WILLIG, WILLIAMS AND DAVIDSON | ERISA Attorney | $13,338 | — | $13,338 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
- WILLIG, WILLIAMS AND DAVIDSON — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $613,766
- Estimated Expense Ratio: 2.747% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $732,455 | $86,029 | $201,902 | $36,052 | — |
| 2023 | $735,505 | $86,166 | $218,594 | $36,312 | — |
| 2022 | $800,895 | $89,845 | — | — | $59,181 |