Plan Snapshot
- Plan Sponsor: Bethlehem Precast INC
- Sponsor EIN: 232126857
- Sponsor Address: 835 E. NORTH STREET, BETHLEHEM, PA, 18017
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 33
- Total Assets: $349,913
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 | 33 | $349,913 | $0 | $0 |
| 2024 | 35 | $344,609 | $509,619 | $173,434 |
| 2023 | 33 | $283,594 | $110,863 | $372 |
| 2022 | 68 | $231,505 | $333,552 | $531,732 |
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 | Investment Advisor | $45,356 | — | $45,356 |
| SELTZER GROUP (STUART BENEFITS CONS | Investment Advisor | $9,874 | — | $9,874 |
| REVIVEHEALTH, INC. | Other Service Provider | $5,226 | — | $5,226 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,456
- Estimated Expense Ratio: 17.277% 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 | $788,978 | — | — | — | — |
| 2024 | $583,142 | — | — | — | — |
| 2023 | $67,356 | — | — | — | — |
| 2022 | $709,722 | — | — | — | — |