# Coconis Furniture, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/coconis-furniture-inc-310646123-501

> Coconis Furniture, INC.'s Health & Welfare plan: 27 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Coconis Furniture, INC.

- **Sponsor EIN:** 310646123

- **Sponsor Address:** 4 S MAYSVILLE AVE, SOUTH ZANESVILLE, OH, 43701

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 27

- **Total Assets:** $405,060

## 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.|

| 2025|27|$405,060|$0|$0|

| 2024|34|$118,548|$342,884|$127,810|

| 2023|33|$13,331|$202,326|$78,235|

## 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|

| THE BENECON GROUP|Investment Advisor|$31,415|—|$31,415|

| MCGOHAN BRABENDER|Investment Advisor|$12,425|—|$12,425|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$5,793|—|$5,793|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,633

- **Estimated Expense Ratio:** 12.253% 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|

| 2025|$138,163|—|—|—|—|

| 2024|$366,107|—|—|—|—|

| 2023|$287,266|—|—|—|—|

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