Plan Snapshot
- Plan Sponsor: Dayton T. Brown, INC.
- Sponsor EIN: 111638929
- Sponsor Address: 1175 CHURCH STREET, BOHEMIA, NY, 11716
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 193
- Total Assets: $824,762
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 | 193 | $824,762 | $3.8M | $897,985 |
| 2023 | 180 | $777,575 | $4.0M | $879,481 |
| 2022 | 191 | $700,902 | $2.4M | $858,951 |
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 INC | Recordkeeper | $376,525 | — | $376,525 |
| INTERNATIONAL BENEFITS ADMINISTRATO | Recordkeeper | $45,846 | — | $45,846 |
| DELTA DENTAL OF NEW YORK | Recordkeeper | $9,900 | — | $9,900 |
| O.C.A BENEFIT SERVICES, LLC | Recordkeeper | $5,325 | — | $5,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $437,596
- Estimated Expense Ratio: 53.057% 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 | $439,174 | — | $256,107 | — | — |
| 2023 | $232,606 | — | $209,698 | — | — |
| 2022 | $219,245 | — | $190,849 | — | — |