# Benedictine School For Exceptional Children Health & Welfare Plan
Source: https://planprovider.pro/companies/benedictine-school-for-exceptional-children-520787237-501

> Benedictine School For Exceptional Children's Health & Welfare plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Benedictine School For Exceptional Children

- **Sponsor EIN:** 520787237

- **Sponsor Address:** 14299 BENEDICTINE LANE RIDGELY MD 2, RIDGELY, MD, 21660

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 332

- **Total Assets:** $1.0M

## 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|332|$1.0M|$2.4M|$585,476|

| 2023|294|$570,525|$1.9M|$653,518|

| 2022|268|$298,012|$1.5M|$565,021|

## 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|

| CAREFIRST|Other Service Provider|$89,346|—|$89,346|

| ACRISURE, LLC DBA TARPEY GROUP|Investment Advisor|$72,930|—|$72,930|

| THE BENECON GROUP|Investment Advisor|$36,376|—|$36,376|

| CONNECTCARE3|Other Service Provider|$11,867|—|$11,867|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $210,519

- **Estimated Expense Ratio:** 20.943% 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|$757,384|—|$89,428|—|—|

| 2023|$210,264|—|$95,586|—|—|

| 2022|$194,900|—|—|—|$194,900|

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