Plan Snapshot
- Plan Sponsor: Brandywine Urology Consultants, P.A.
- Sponsor EIN: 510327125
- Sponsor Address: 2000 FOULK ROAD, WILMINGTON, DE, 19810
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 55
- Total Assets: $176,725
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 | 55 | $176,725 | $928,318 | $139,459 |
| 2023 | 46 | $89,726 | $936,238 | $0 |
| 2022 | 51 | $28,019 | $662,292 | $170,945 |
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 | $24,351 | — | $24,351 |
| PCF INSURANCE SERVICES OF THE WEST, | Investment Advisor | $23,400 | — | $23,400 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $11,994 | — | $11,994 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,745
- Estimated Expense Ratio: 33.807% 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 | $956,915 | — | — | — | — |
| 2023 | $879,094 | — | — | — | — |
| 2022 | $972,898 | — | — | — | — |