Plan Snapshot
- Plan Sponsor: Boys And Girls Club Of Delaware, INC.
- Sponsor EIN: 510068712
- Sponsor Address: 669 SOUTH UNION STREET, WILMINGTON, DE, 19805
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 129
- Total Assets: $274,318
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 | 129 | $274,318 | $1.3M | $584,911 |
| 2023 | 122 | $33,004 | $964,169 | $443,890 |
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 |
|---|---|---|---|---|
| PATRIOT (THE SAFEGARD GROUP, INC.) | Investment Advisor | $45,125 | — | $45,125 |
| THE BENECON GROUP | Investment Advisor | $26,108 | — | $26,108 |
| HIGHMARK OF DELAWARE | Other Service Provider | $22,928 | — | $22,928 |
| CONNECTCARE3 | Other Service Provider | $8,935 | — | $8,935 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,096
- Estimated Expense Ratio: 37.583% 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 | $103,096 | — | $103,096 | — | — |
| 2023 | $86,382 | — | $86,382 | — | — |