# Bethlehem Area Moravians Health & Welfare Plan
Source: https://planprovider.pro/companies/bethlehem-area-moravians-240795968-501

> Bethlehem Area Moravians's Health & Welfare plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — 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|—|—|—|—|

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