Plan Snapshot
- Plan Sponsor: Blair Senior Services, INC.
- Sponsor EIN: 251259406
- Sponsor Address: 1320 12TH AVENUE, ALTOONA, PA, 16601
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 74
- Total Assets: $66,259
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 | 74 | $66,259 | $1.3M | $89,171 |
| 2023 | 92 | $38,294 | $1.2M | $181,876 |
| 2022 | 89 | $30,106 | $930,393 | $168,295 |
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 | $25,773 | — | $25,773 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $24,450 | — | $24,450 |
| HIGHMARK WEST | Other Service Provider | $9,126 | — | $9,126 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,349
- Estimated Expense Ratio: 89.571% 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 | $1,270,356 | — | — | — | — |
| 2023 | $1,424,074 | — | — | — | — |
| 2022 | $1,130,213 | — | — | — | — |