Plan Snapshot
- Plan Sponsor: Cobys Family Services
- Sponsor EIN: 232128881
- Sponsor Address: 444 MURRY HILL CIRCLE, LANCASTER, PA, 17601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 60
- Total Assets: $0
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 | 60 | $0 | $107,950 | $0 |
| 2023 | 44 | $103,581 | $548,978 | $109,185 |
| 2022 | 48 | $135,338 | $460,610 | $72,709 |
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 |
|---|---|---|---|---|
| CAPITAL ADVANTAGE ASSURANCE COMPANY | Other Service Provider | $28,625 | — | $28,625 |
| THE HESS AGENCY | Investment Advisor | $9,384 | — | $9,384 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,009
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 | $141,481 | — | — | — | — |
| 2023 | $667,432 | — | — | — | — |
| 2022 | $416,287 | — | — | — | — |