Plan Snapshot
- Plan Sponsor: Boose At Cornwall, INC.
- Sponsor EIN: 205061064
- Sponsor Address: 402 SCHAEFFER ROAD, LEBANON, PA, 17042
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 45
- Total Assets: $159,528
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 | 45 | $159,528 | $543,556 | $43,462 |
| 2023 | 39 | $257,082 | $442,326 | $122,873 |
| 2022 | 39 | $104,902 | $454,411 | $137,444 |
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 |
|---|---|---|---|---|
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $13,668 | — | $13,668 |
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $12,605 | — | $12,605 |
| THE BENECON GROUP, LLC | Investment Advisor | $8,919 | — | $8,919 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,192
- Estimated Expense Ratio: 22.060% 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 | $691,447 | — | — | — | — |
| 2023 | $390,299 | — | — | — | — |
| 2022 | $485,840 | — | — | — | — |