# Burkholders Heating And Air Conditioning, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/burkholders-heating-and-air-conditioning-inc-231676347-501

> Burkholders Heating And Air Conditioning, INC.'s Health & Welfare plan: 47 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Burkholders Heating And Air Conditioning, INC.

- **Sponsor EIN:** 231676347

- **Sponsor Address:** 383 MINOR STREET, EMMAUS, PA, 18049

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 47

- **Total Assets:** $18,257

## 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|47|$18,257|$0|$0|

| 2024|57|$50,137|$42,636|$9,303|

| 2023|54|$32,607|$6,504|$617,035|

## 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|$40,787|—|$40,787|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$33,167|—|$33,167|

| HY HOLDINGS INC|Other Service Provider|$5,771|—|$5,771|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,725

- **Estimated Expense Ratio:** 436.682% 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|$654,455|—|—|—|—|

| 2024|$92,021|—|—|—|—|

| 2023|$632,599|—|—|—|—|

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