# Chesapeake Management Company, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/chesapeake-management-company-llc-383678259-502

> Chesapeake Management Company, LLC's Health & Welfare plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chesapeake Management Company, LLC

- **Sponsor EIN:** 383678259

- **Sponsor Address:** 34910 DELAWARE AVE, FRANKFORD, DE, 19945

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 201

- **Total Assets:** $55,382

## 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|201|$55,382|$1.7M|$377,383|

| 2023|199|$28,761|$1.4M|$320,532|

## 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|

| L & W INSURANCE, INC.|Investment Advisor|$55,625|—|$55,625|

| THE BENECON GROUP|Investment Advisor|$41,831|—|$41,831|

| HIGHMARK OF DELAWARE|Other Service Provider|$27,101|—|$27,101|

| CONNECTCARE3|Other Service Provider|$12,504|—|$12,504|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,061

- **Estimated Expense Ratio:** 247.483% 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|$137,061|—|$137,061|—|—|

| 2023|$154,283|—|$154,283|—|—|

## Similar Plans

- [Horizon Services, LLC](https://planprovider.pro/companies/horizon-services-llc-401k-plan) — 2,426 participants

- [J. F. Sobieski Mechanical Contractors, INC.](https://planprovider.pro/companies/j-f-sobieski-mechanical-contractors-inc-401k-plan) — 362 participants

- [Chesapeake Plumbing & Heating, INC.](https://planprovider.pro/companies/chesapeake-plumbing-heating-inc-401k-plan) — 175 participants

- [Ralph G. Degli Obizzi & Sons, INC.](https://planprovider.pro/companies/ralph-g-degli-obizzi-sons-inc-401k-plan) — 97 participants

- [East Coast Plumbing & Hvac, INC.](https://planprovider.pro/companies/east-coast-plumbing-hvac-inc-401k-plan) — 53 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chesapeake-management-company-llc-383678259-502)

© 2026 PlanProvider.Pro