Plan Snapshot
- Plan Sponsor: Community Legal Services, INC.
- Sponsor EIN: 231671562
- Sponsor Address: 1424 CHESTNUT ST, PHILADELPHIA, PA, 191022556
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 183
- 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 | 183 | $0 | $0 | $0 |
| 2023 | 171 | $464,407 | $2.5M | $1,987 |
| 2022 | 158 | $336,603 | $2.1M | $0 |
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 |
|---|---|---|---|---|
| UMR | Other Service Provider | $117,953 | — | $117,953 |
| PATRIOT (EXUDE, INC.) | Investment Advisor | $90,218 | — | $90,218 |
| THE BENECON GROUP | Investment Advisor | $44,591 | — | $44,591 |
| CONNECTCARE3 | Other Service Provider | $11,818 | — | $11,818 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $264,580
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 | — | — | — | — | — |
| 2023 | $224,972 | — | $224,972 | — | — |
| 2022 | $205,247 | — | $205,247 | — | — |