# Dickinson College Health & Welfare Plan
Source: https://planprovider.pro/companies/dickinson-college-231365954-510

> Dickinson College's Health & Welfare plan: 649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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