# Bw Health Group,LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/bw-health-group-llc-521059587-501

> Bw Health Group,LLC's Health & Welfare plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bw Health Group,LLC

- **Sponsor EIN:** 521059587

- **Sponsor Address:** 100 MEMORIAL PLAZA, CHESTERTOWN, MD, 21620

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 57

- **Total Assets:** $58,399

## 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|57|$58,399|$628,221|$448,549|

| 2023|65|$253,608|$481,351|$315,777|

| 2022|55|$200,856|$290,236|$160,778|

## 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|

| CAREFIRST ADMINISTRATORS|Other Service Provider|$33,460|—|$33,460|

| INSURANCE SOLUTIONS|Investment Advisor|$23,741|—|$23,741|

| THE BENECON GROUP, LLC|Investment Advisor|$21,672|—|$21,672|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,873

- **Estimated Expense Ratio:** 135.059% 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|$1,343,079|—|—|—|—|

| 2023|$771,177|—|—|—|—|

| 2022|$482,442|—|—|—|—|

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