Plan Snapshot
- Plan Sponsor: Barchemy, LLC
- Sponsor EIN: 475104847
- Sponsor Address: 65 EAST 1ST STREET, DONORA, PA, 15033
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 132
- Total Assets: $131,034
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 | 132 | $131,034 | $445,013 | $145,351 |
| 2023 | 61 | $54,875 | $210,262 | $140,725 |
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 |
|---|---|---|---|---|
| COURY HEALTH SERVICES, LLC | Investment Advisor | $31,804 | — | $31,804 |
| THE BENECON GROUP | Investment Advisor | $22,777 | — | $22,777 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,581
- Estimated Expense Ratio: 41.654% 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 | $427,383 | — | — | — | — |
| 2023 | $432,028 | — | — | — | — |