# Belco Community Credit Union Health & Welfare Plan
Source: https://planprovider.pro/companies/belco-community-credit-union-231445884-511

> Belco Community Credit Union's Health & Welfare plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Belco Community Credit Union

- **Sponsor EIN:** 231445884

- **Sponsor Address:** 449 EISENHOWER BLVD, HARRISBURG, PA, 171112302

- **Plan Type:** Health & Welfare

- **Plan Number:** 511

- **Total Participants:** 186

- **Total Assets:** $120,724

## 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|186|$120,724|$2.6M|$553,107|

| 2023|199|$306,068|$2.2M|$514,225|

| 2022|196|$149,349|$1.9M|$371,866|

## 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 (PHILADELPHIA)|Other Service Provider|$47,544|—|$47,544|

| THE BENECON GROUP, LLC|Investment Advisor|$35,975|—|$35,975|

| CONNECTCARE3|Other Service Provider|$12,497|—|$12,497|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,016

- **Estimated Expense Ratio:** 79.533% 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|$50,736|—|$50,736|—|—|

| 2023|$53,205|—|$53,205|—|—|

| 2022|$109,706|—|$109,706|—|—|

## Similar Plans

- [Members 1st Federal Credit Union](https://planprovider.pro/companies/members-1st-federal-credit-union-401k-plan) — 1,568 participants

- [Pennsylvania State Employees Credit Union](https://planprovider.pro/companies/pennsylvania-state-employees-credit-union-401k-plan-002) — 1,013 participants

- [Police And Fire Federal Credit Union](https://planprovider.pro/companies/police-and-fire-federal-credit-union-plan-001) — 975 participants

- [Citadel Federal Credit Union](https://planprovider.pro/companies/citadel-federal-credit-union-401k-plan) — 776 participants

- [American Heritage Federal Credit Union](https://planprovider.pro/companies/american-heritage-federal-credit-union-401k-plan) — 625 participants

- [Trumark Financial Credit Union](https://planprovider.pro/companies/trumark-financial-credit-union-401k-plan) — 412 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/belco-community-credit-union-231445884-511)

© 2026 PlanProvider.Pro