Plan Snapshot
- Plan Sponsor: Burkentine & Sons Builders, INC.
- Sponsor EIN: 203970647
- Sponsor Address: 1454 BALTIMORE ST. SUITE A, HANOVER, PA, 17331
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 80
- Total Assets: $0
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 | 80 | $0 | $0 | $0 |
| 2024 | 81 | $104,983 | $637,995 | $294,662 |
| 2023 | 111 | $56,509 | $888,572 | $124,544 |
| 2022 | 70 | $14,961 | $273,134 | $354,996 |
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 |
|---|---|---|---|---|
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $31,693 | — | $31,693 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,693
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 | -$26,147 | — | — | — | — |
| 2024 | $862,760 | — | — | — | — |
| 2023 | $1,161,189 | — | — | — | — |
| 2022 | $651,492 | — | — | — | — |