Plan Snapshot
- Plan Sponsor: Business Information Group INC.
- Sponsor EIN: 232672440
- Sponsor Address: 1150 N SHERMAN ST STE 100, YORK, PA, 17402
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 64
- Total Assets: $430,302
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 | 64 | $430,302 | $0 | $0 |
| 2024 | 64 | $268,428 | $1.0M | $299,668 |
| 2023 | 81 | $132,119 | $1.1M | $373,354 |
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 |
|---|---|---|---|---|
| E.K. MCCONKEY & CO., INC. | Investment Advisor | $20,764 | — | $20,764 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,764
- Estimated Expense Ratio: 4.825% 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 | $999,675 | — | — | — | — |
| 2024 | $1,222,572 | — | — | — | — |
| 2023 | $1,469,734 | — | — | — | — |