Plan Snapshot
- Plan Sponsor: Donald B. Remmey, INC.
- Sponsor EIN: 231543293
- Sponsor Address: 3685 SAWMILL ROAD, BEAVER SPRINGS, PA, 17812
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 73
- Total Assets: $293,260
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 | 73 | $293,260 | $0 | $0 |
| 2024 | 75 | $334,250 | $1.1M | $277,882 |
| 2023 | 67 | $206,527 | $1.0M | $243,271 |
| 2022 | 77 | $364,464 | $875,664 | $203,518 |
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 |
|---|---|---|---|---|
| HIGHMARK BLUE SHIELD | Recordkeeper | $1,234,434 | — | $1,234,434 |
| THE BENECON GROUP | Investment Advisor | $10,476 | — | $10,476 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,244,910
- Estimated Expense Ratio: 424.507% 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 | $60,920 | — | — | — | — |
| 2024 | $1,387,270 | — | — | — | — |
| 2023 | $1,162,180 | — | — | — | — |
| 2022 | $1,051,348 | — | — | — | — |