Plan Snapshot
- Plan Sponsor: Dickinson College
- Sponsor EIN: 231365954
- Sponsor Address: P.O. BOX 1773, CARLISLE, PA, 170132896
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 649
- Total Assets: $5.2M
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 | 649 | $5.2M | $409,605 | $51,194 |
| 2023 | 642 | $4.7M | $438,335 | $62,848 |
| 2022 | 618 | $4.1M | $489,438 | $54,990 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $53,963 | — | $53,963 |
| TIAA | Recordkeeper | $7,761 | — | $7,761 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,724
- Estimated Expense Ratio: 1.178% 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 | $61,724 | — | — | — | — |
| 2023 | $69,507 | — | $69,507 | — | — |
| 2022 | $65,327 | — | $65,327 | — | — |