Plan Snapshot
- Plan Sponsor: Delaware Ophthalmology Consultants, P.A.
- Sponsor EIN: 510252212
- Sponsor Address: 3509 SILVERSIDE RD, WILMINGTON, DE, 19810
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 48
- Total Assets: $33,933
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 | 48 | $33,933 | $0 | $0 |
| 2024 | 51 | $5,058 | $493,434 | $68,789 |
| 2023 | 57 | $9,670 | $471,315 | $147,687 |
| 2022 | 50 | $67,105 | $474,008 | $107,283 |
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 | $30,179 | — | $30,179 |
| WEINER BENEFITS GROUP | Investment Advisor | $11,015 | — | $11,015 |
| HIGHMARK OF DELAWARE | Other Service Provider | $5,222 | — | $5,222 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,416
- Estimated Expense Ratio: 136.787% 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 |
|---|---|---|---|---|---|
| 2025 | $526,494 | — | — | — | — |
| 2024 | $549,900 | — | — | — | — |
| 2023 | $684,925 | — | — | — | — |
| 2022 | $551,590 | — | — | — | — |