# Bfa Holdings, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/bfa-holdings-llc-842130201-501

> Bfa Holdings, LLC's Health & Welfare plan: 85 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bfa Holdings, LLC

- **Sponsor EIN:** 842130201

- **Sponsor Address:** 5150 REED ROAD, COLUMBUS, OH, 43220

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 85

- **Total Assets:** $1,219

## 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|85|$1,219|$0|$0|

| 2024|77|$83,571|$365,175|$241,237|

| 2023|86|$2,055|$503,994|$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|

| THE BENECON GROUP|Investment Advisor|$52,757|—|$52,757|

| MARSH & MCLENNAN AGENCY, LLC|Investment Advisor|$29,520|—|$29,520|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$18,990|—|$18,990|

| REVIVEHEALTH|Other Service Provider|$12,870|—|$12,870|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,137

- **Estimated Expense Ratio:** 9363.167% 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|$1,201,169|—|—|—|—|

| 2024|$616,134|—|—|—|—|

| 2023|$521,642|—|—|—|—|

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