Plan Snapshot
- Plan Sponsor: Berks Community Health Center
- Sponsor EIN: 273795179
- Sponsor Address: 645 PENN STREET, READING, PA, 19601
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 60
- Total Assets: $510,379
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. |
|---|---|---|---|---|
| 2025 | 60 | $510,379 | $0 | $0 |
| 2024 | 65 | $19,677 | $981,853 | $308,877 |
| 2023 | 64 | $214,364 | $902,139 | $270,153 |
| 2022 | 55 | $120,817 | $841,238 | $340,029 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $82,546 | — | $82,546 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $26,350 | — | $26,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,896
- Estimated Expense Ratio: 21.336% 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 |
|---|---|---|---|---|---|
| 2025 | $1,218,402 | — | — | — | — |
| 2024 | $1,473,400 | — | — | — | — |
| 2023 | $974,379 | — | — | — | — |
| 2022 | $1,125,858 | — | — | — | — |