# Cobys Family Services Health & Welfare Plan
Source: https://planprovider.pro/companies/cobys-family-services-232128881-501

> Cobys Family Services's Health & Welfare plan: 60 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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