# Center For Urologic Care Of Berks County, P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/center-for-urologic-care-of-berks-county-p-c-231727298-503

> Center For Urologic Care Of Berks County, P.C.'s Health & Welfare plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Center For Urologic Care Of Berks County, P.C.

- **Sponsor EIN:** 231727298

- **Sponsor Address:** 1320 BROADCASTING ROAD - SUITE 200, WYOMISSING, PA, 19610

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 78

- **Total Assets:** $86,381

## 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|78|$86,381|$1.2M|$150,519|

| 2023|64|$227,340|$1.1M|$124,538|

| 2022|61|$154,019|$816,564|$77,282|

## 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|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$33,937|—|$33,937|

| THE BENECON GROUP, LLC|Investment Advisor|$31,627|—|$31,627|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,564

- **Estimated Expense Ratio:** 75.901% 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|$1,707,802|—|—|—|—|

| 2023|$1,115,064|—|—|—|—|

| 2022|$693,203|—|—|—|—|

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