Plan Snapshot
- Plan Sponsor: Dennis J. Baglier Buick, INC.
- Sponsor EIN: 251329772
- Sponsor Address: 248 PITTSBURGH ROAD, BUTLER, PA, 16001
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 48
- Total Assets: $149,405
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 | $149,405 | $0 | $0 |
| 2024 | 41 | $166,478 | $273,761 | $276,853 |
| 2023 | 55 | $167,997 | $278,228 | $277,404 |
| 2022 | 53 | $149,238 | $508,443 | $292 |
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 |
|---|---|---|---|---|
| HEALTHNOW | Other Service Provider | $42,480 | — | $42,480 |
| THE BENECON GROUP, LLC | Investment Advisor | $41,497 | — | $41,497 |
| REVIVEHEALTH, INC. | Other Service Provider | $7,475 | — | $7,475 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,452
- Estimated Expense Ratio: 61.211% 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 | $573,643 | — | — | — | — |
| 2024 | $544,654 | — | — | — | — |
| 2023 | $535,908 | — | — | — | — |
| 2022 | $390,625 | — | — | — | — |