# Caddick Utilities, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/caddick-utilities-llc-263945873-502

> Caddick Utilities, LLC's Health & Welfare plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caddick Utilities, LLC

- **Sponsor EIN:** 263945873

- **Sponsor Address:** 254 S. MAIN STREET, AMBLER, PA, 19002

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 119

- **Total Assets:** $894,740

## 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|119|$894,740|$2.1M|$0|

| 2023|128|$894,741|$2.3M|$0|

| 2022|126|$395,257|$1.9M|$0|

## 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|

| STERLING BENEFITS, LLC|Investment Advisor|$86,760|—|$86,760|

| THE BENECON GROUP, LLC|Investment Advisor|$24,283|—|$24,283|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$19,916|—|$19,916|

| CONNECTCARE3|Other Service Provider|$7,982|—|$7,982|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $138,941

- **Estimated Expense Ratio:** 15.529% 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|$880,769|$32,266|$116,869|—|—|

| 2023|$852,073|$32,939|$128,047|—|—|

| 2022|$732,551|$32,011|$122,870|—|—|

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