Plan Snapshot
- Plan Sponsor: Brewery Products Company
- Sponsor EIN: 231518051
- Sponsor Address: 1017 NORTH SHERMAN STREET, YORK, PA, 17402
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 60
- Total Assets: $127,117
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 | 60 | $127,117 | $831,185 | $251,740 |
| 2023 | 65 | $151,602 | $810,847 | $158,083 |
| 2022 | 48 | $85,550 | $598,371 | $220,654 |
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 |
|---|---|---|---|---|
| GUNN MOWERY LLC | Investment Advisor | $20,104 | — | $20,104 |
| THE BENECON GROUP | Investment Advisor | $12,407 | — | $12,407 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $11,754 | — | $11,754 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,265
- Estimated Expense Ratio: 34.822% 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 | $1,373,584 | — | — | — | — |
| 2023 | $920,692 | — | — | — | — |
| 2022 | $824,946 | — | — | — | — |