Plan Snapshot
- Plan Sponsor: Bsi Corporate Benefits, LLC
- Sponsor EIN: 510467698
- Sponsor Address: 205 WEBSTER STREET, BETHLEHEM, PA, 18015
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 46
- Total Assets: $127,725
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. |
|---|---|---|---|---|
| 2025 | 46 | $127,725 | $0 | $0 |
| 2024 | 43 | $30,662 | $493,420 | $47,152 |
| 2023 | 38 | $19,436 | $341,072 | $33,953 |
| 2022 | 37 | $12,771 | $243,802 | $23,489 |
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, LLC | Investment Advisor | $44,787 | — | $44,787 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,787
- Estimated Expense Ratio: 35.065% 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 |
|---|---|---|---|---|---|
| 2025 | $491,667 | — | — | — | — |
| 2024 | $649,570 | — | — | — | — |
| 2023 | $379,761 | — | — | — | — |
| 2022 | $277,498 | — | — | — | — |