# Becker Specialty Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/becker-specialty-corporation-223803887-502

> Becker Specialty Corporation's Health & Welfare plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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