Plan Snapshot
- Plan Sponsor: Community Interactions, INC.
- Sponsor EIN: 231937692
- Sponsor Address: 740 SOUTH CHESTER ROAD, SWARTHMORE, PA, 19081
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 214
- Total Assets: $1.7M
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 | 214 | $1.7M | $2.7M | $510,469 |
| 2023 | 182 | $1.0M | $2.9M | $475,536 |
| 2022 | 200 | $693,525 | $2.9M | $454,680 |
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 |
|---|---|---|---|---|
| AETNA HEALTH PLANS | Other Service Provider | $115,796 | — | $115,796 |
| THE BENECON GROUP, LLC | Investment Advisor | $113,941 | — | $113,941 |
| MW RAINEY CONSULTING SERVICES | Investment Advisor | $27,423 | — | $27,423 |
| REVIVEHEALTH, INC. | Other Service Provider | $17,225 | — | $17,225 |
| CONNECTCARE3 | Other Service Provider | $13,998 | — | $13,998 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $288,383
- Estimated Expense Ratio: 17.342% 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 | $1,311,957 | $58,099 | $160,444 | — | — |
| 2023 | $1,093,607 | $52,187 | $138,617 | — | — |
| 2022 | $1,011,189 | $50,125 | $169,109 | — | — |