# Boose At Cornwall, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/boose-at-cornwall-inc-205061064-501

> Boose At Cornwall, INC.'s Health & Welfare plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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