Plan Snapshot
- Plan Sponsor: Becker Specialty Corporation
- Sponsor EIN: 223803887
- Sponsor Address: 2526 DELTA LANE, ELK GROVE VILLAGE, IL, 60007
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 79
- Total Assets: $1,336
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 | 79 | $1,336 | $1.1M | $178,061 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (CHICAGO, IL) | Investment Advisor | $52,195 | — | $52,195 |
| THE BENECON GROUP | Investment Advisor | $24,247 | — | $24,247 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $10,576 | — | $10,576 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,018
- Estimated Expense Ratio: 6513.323% 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 | $1,597,895 | — | — | — | — |