# Bryn Mawr Medical Specialists Association Health & Welfare Plan
Source: https://planprovider.pro/companies/bryn-mawr-medical-specialists-association-231714249-501

> Bryn Mawr Medical Specialists Association's Health & Welfare plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bryn Mawr Medical Specialists Association

- **Sponsor EIN:** 231714249

- **Sponsor Address:** 825 OLD LANCASTER ROAD, SUITE 320, BRYN MAWR, PA, 19010

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 221

- **Total Assets:** $536,607

## 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|221|$536,607|$2.5M|$1.0M|

| 2023|370|$346,433|$1.7M|$1.1M|

| 2022|356|$1.1M|$2.7M|$358,752|

| 2021|297|$294,137|$2.1M|$321,262|

| 2020|297|$822,906|$2.1M|$296,068|

## 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|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$76,435|—|$76,435|

| THE BENECON GROUP|Investment Advisor|$43,023|—|$43,023|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$25,416|—|$25,416|

| CONNECTCARE3|Other Service Provider|$13,603|—|$13,603|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $158,477

- **Estimated Expense Ratio:** 29.533% 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|$159,217|—|$159,217|—|—|

| 2023|$216,420|—|$216,420|—|—|

| 2022|$194,533|—|$194,533|—|—|

| 2021|$179,267|—|$179,267|—|—|

| 2020|$173,327|—|$173,327|—|—|

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