Plan Snapshot
- Plan Sponsor: Bethlehem Area Moravians
- Sponsor EIN: 240795968
- Sponsor Address: 561 EAST MARKET STREET, BETHLEHEM, PA, 18018
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 89
- Total Assets: $17,024
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 | 89 | $17,024 | $980,102 | $220,880 |
| 2023 | 78 | $9,655 | $769,415 | $225,887 |
| 2022 | 90 | $4,090 | $681,699 | $323,976 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $58,032 | — | $58,032 |
| HY HOLDINGS, INC | Investment Advisor | $21,043 | — | $21,043 |
| THE BENECON GROUP, LLC | Investment Advisor | $19,975 | — | $19,975 |
| CONNECTCARE 3 | Other Service Provider | $5,602 | — | $5,602 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,652
- Estimated Expense Ratio: 614.732% 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 | $1,391,898 | — | — | — | — |
| 2023 | $1,108,849 | — | — | — | — |
| 2022 | $1,066,080 | — | — | — | — |