# Arthur Funk & Sons, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/arthur-funk-sons-inc-231541195-503

> Arthur Funk & Sons, INC.'s Health & Welfare plan: 32 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Arthur Funk & Sons, INC.

- **Sponsor EIN:** 231541195

- **Sponsor Address:** 1405 BIRCH RD., LEBANON, PA, 17042

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 32

- **Total Assets:** $38,935

## 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.|

| 2025|32|$38,935|$0|$0|

| 2024|33|$8,028|$345,845|$125,746|

| 2023|34|$62,872|$245,310|$137,481|

## 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|

| THE BENECON GROUP|Investment Advisor|$35,036|—|$35,036|

| FNL INSURANCE|Investment Advisor|$9,700|—|$9,700|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,736

- **Estimated Expense Ratio:** 114.899% 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|

| 2025|$578,887|—|—|—|—|

| 2024|$351,734|—|—|—|—|

| 2023|$592,361|—|—|—|—|

## Similar Plans

- [Greater Pennsylvania Carpenters' Annuity And Savings Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-annuity-and-savings-fund-plan) — 16,943 participants

- [Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-annuity-fund-plan) — 14,943 participants

- [Board Of Trustees Eastern Atlantic States Carpenters Health Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-health-fund-226032181-501) — 11,342 participants

- [Greater Pennsylvania Carpenters' Pension Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-pension-fund-plan) — 8,933 participants

- [Greater Pennsylvania Carpenters' Medical Plan](https://planprovider.pro/companies/greater-pennsylvania-carpenters-medical-plan-237007718-501) — 7,663 participants

- [International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund](https://planprovider.pro/companies/international-union-of-painters-allied-trades-dc-no-21-annuity-fund-plan) — 4,931 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/arthur-funk-sons-inc-231541195-503)

© 2026 PlanProvider.Pro