# Barwis Construction, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/barwis-construction-llc-300227812-501

> Barwis Construction, LLC's Health & Welfare plan: 43 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Barwis Construction, LLC

- **Sponsor EIN:** 300227812

- **Sponsor Address:** 30 RIDGEWAY RD, BIRDSBORO, PA, 19508

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 43

- **Total Assets:** $8,684

## 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|43|$8,684|$0|$0|

| 2024|42|$7,280|$368,566|$134,628|

| 2023|46|$2,762|$351,760|$0|

| 2022|32|$9,297|$22,718|$0|

## 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|$34,671|—|$34,671|

| TOMPKINS INSURANCE|Investment Advisor|$15,600|—|$15,600|

| REVIVEHEALTH, INC.|Other Service Provider|$6,786|—|$6,786|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,057

- **Estimated Expense Ratio:** 657.036% 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|$463,374|—|—|—|—|

| 2024|$778,669|—|—|—|—|

| 2023|$440,472|—|—|—|—|

| 2022|$13,421|—|—|—|—|

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