# David H. Martin Excavating, Incorporated Health & Welfare Plan
Source: https://planprovider.pro/companies/david-h-martin-excavating-incorporated-251564223-501

> David H. Martin Excavating, Incorporated's Health & Welfare plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** David H. Martin Excavating, Incorporated

- **Sponsor EIN:** 251564223

- **Sponsor Address:** 4961 CUMBERLAND HIGHWAY, CHAMBERSBURG, PA, 17202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 181

- **Total Assets:** $313,940

## 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|181|$313,940|$2.2M|$438,620|

| 2023|175|$123,005|$1.8M|$279,406|

| 2022|175|$95,336|$1.6M|$291,708|

## 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|

| CAPITAL BLUE CROSS|Other Service Provider|$68,071|—|$68,071|

| HARDING-YOST INSURANCE ASSOCIATES,|Investment Advisor|$64,387|—|$64,387|

| THE BENECON GROUP|Investment Advisor|$34,695|—|$34,695|

| CONNECTCARE3|Other Service Provider|$11,466|—|$11,466|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $178,619

- **Estimated Expense Ratio:** 56.896% 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|$768,196|$46,161|$163,822|—|—|

| 2023|$665,780|$45,855|$172,318|—|—|

| 2022|$581,104|$43,605|$169,119|—|—|

## Similar Plans

- [Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan](https://planprovider.pro/companies/bd-of-trustees-of-the-elev-constu-annuity-and-401k-ret-plan-401k-plan) — 28,341 participants

- [National Elevator Industry Pension Plan Plan Board Of Trustees](https://planprovider.pro/companies/national-elevator-industry-pension-plan-plan-board-of-trustees-plan) — 28,308 participants

- [National Elevator Industry Health Benefit Plan Board Of Trustees](https://planprovider.pro/companies/national-elevator-industry-health-benefit-plan-board-of-trustees-232790911-501) — 26,202 participants

- [Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund](https://planprovider.pro/companies/bd-of-tr-oper-eng-cons-industry-miscellaneous-pension-fund-plan) — 10,308 participants

- [Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund](https://planprovider.pro/companies/board-of-trustees-oper-eng-loc-66-annuity-and-savings-fund-plan) — 9,294 participants

- [Iupat District Council No. 21 Welfare Fund](https://planprovider.pro/companies/iupat-district-council-no-21-welfare-fund-912036994-501) — 4,586 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/david-h-martin-excavating-incorporated-251564223-501)

© 2026 PlanProvider.Pro