# B&K Equipment, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/b-k-equipment-llc-251598879-501

> B&K Equipment, LLC's Health & Welfare plan: 64 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** B&K Equipment, LLC

- **Sponsor EIN:** 251598879

- **Sponsor Address:** 40851 RT 6, WYALUSING, PA, 18853

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 64

- **Total Assets:** $162,176

## 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|64|$162,176|$0|$0|

| 2024|61|$7,850|$1.0M|$29,125|

| 2023|64|$36,821|$938,170|$16,818|

| 2022|74|$7,809|$608,751|$163,219|

## 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 LLC|Investment Advisor|$67,176|—|$67,176|

| HIGHMARK BCBS NEPA|Other Service Provider|$31,250|—|$31,250|

| CUMMINGS INSURANCE AGENCY|Investment Advisor|$22,621|—|$22,621|

| HIGHMARK BLUE SHIELD (CENTRAL)|Other Service Provider|$6,354|—|$6,354|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $127,401

- **Estimated Expense Ratio:** 78.557% 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|$1,085,778|—|—|—|—|

| 2024|$1,192,167|—|—|—|—|

| 2023|$842,410|—|—|—|—|

| 2022|$980,910|—|—|—|—|

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