Plan Snapshot
- Plan Sponsor: County Group Companies, INC.
- Sponsor EIN: 461084978
- Sponsor Address: 461 NEW CHURCHMANS RD., NEW CASTLE, DE, 19720
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 108
- Total Assets: $494,769
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 | 108 | $494,769 | $2.3M | $0 |
| 2023 | 104 | $94,588 | $2.1M | $0 |
| 2022 | 112 | $200,419 | $1.4M | $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 |
|---|---|---|---|---|
| HIGHMARK OF DELAWARE | Other Service Provider | $42,832 | — | $42,832 |
| WEINER BENEFITS GROUP | Investment Advisor | $30,677 | — | $30,677 |
| THE BENECON GROUP | Investment Advisor | $21,171 | — | $21,171 |
| CONNECTCARE 3 | Other Service Provider | $7,004 | — | $7,004 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,684
- Estimated Expense Ratio: 20.552% 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 | $101,664 | — | — | — | — |
| 2023 | $102,245 | — | — | — | — |
| 2022 | $109,302 | — | — | — | — |