Plan Snapshot
- Plan Sponsor: Continuum Health Alliance, LLC
- Sponsor EIN: 201073471
- Sponsor Address: 402 LIPPINCOTT DRIVE, MARLTON, NJ, 08053
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 351 | $507,044 | $7.0M | $861,210 |
| 2023 | 350 | -$14,027 | $5.9M | $625,018 |
| 2022 | 341 | $609,790 | $2.8M | $254,155 |
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, LLC | Investment Advisor | $13,951 | — | $13,951 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,951
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 | -$862,263 | — | — | — | — |
| 2024 | $329,679 | — | $329,679 | — | — |
| 2023 | $292,948 | — | $292,864 | — | — |
| 2022 | $171,536 | — | $171,536 | — | — |