# Bennett Supply Of Pennsylvania Co. Health & Welfare Plan
Source: https://planprovider.pro/companies/bennett-supply-of-pennsylvania-co-251120795-501

> Bennett Supply Of Pennsylvania Co.'s Health & Welfare plan: 60 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bennett Supply Of Pennsylvania Co.

- **Sponsor EIN:** 251120795

- **Sponsor Address:** 300 BUSINESS CENTER DRIVE, CHESWICK, PA, 15024

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 60

- **Total Assets:** $136,366

## 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|60|$136,366|$1.7M|$0|

| 2023|70|$453,275|$1.6M|$0|

| 2022|68|$8,234|$1.3M|$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|

| ACS BENEFIT SERVICES, LLC|Other Service Provider|$39,912|—|$39,912|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$19,700|—|$19,700|

| THE BENECON GROUP, LLC|Investment Advisor|$18,455|—|$18,455|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,067

- **Estimated Expense Ratio:** 57.248% 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|$1,628,315|—|—|—|—|

| 2023|$1,674,681|—|—|—|—|

| 2022|$1,354,270|—|—|—|—|

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