# Bel Fuse INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/bel-fuse-inc-221463699-501

> Bel Fuse INC.'s Health & Welfare plan: 784 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bel Fuse INC.

- **Sponsor EIN:** 221463699

- **Sponsor Address:** 300 EXECUTIVE DRIVE, SUITE 300, WEST ORANGE, NJ, 070523310

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 784

- **Total Assets:** $0

## 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|784|$0|$0|$0|

| 2023|600|$0|$0|$0|

| 2022|522|$0|$0|$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|

| CIGNA HEALTH AND LIFE INSURANCE CO.|Recordkeeper|$591,508|—|$591,508|

| LOCKTON COMPANIES, LLC|Investment Advisor|$87,513|—|$87,513|

| UNUM LIFE INSURANCE CO. OF AMERICA|Recordkeeper|$36,872|—|$36,872|

| TELUS HEALTH (US) LTD.|Recordkeeper|$20,722|—|$20,722|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $736,615

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Bel Fuse INC.](https://planprovider.pro/companies/bel-fuse-inc-401k-plan) — 570 participants

- [Kulite Semiconductor Products, INC.](https://planprovider.pro/companies/kulite-semiconductor-products-inc-221656907-502) — 533 participants

- [Astrodyne Corporation](https://planprovider.pro/companies/astrodyne-corporation-401k-plan) — 321 participants

- [Kulite Semiconductor Products, INC.](https://planprovider.pro/companies/kulite-semiconductor-products-inc-221656907-501) — 216 participants

- [Intest Corpration](https://planprovider.pro/companies/intest-corpration-222370659-501) — 212 participants

- [Sequans Communications S.A.](https://planprovider.pro/companies/sequans-communications-s-a-plan) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bel-fuse-inc-221463699-501)

© 2026 PlanProvider.Pro