# Donald B. Remmey, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/donald-b-remmey-inc-231543293-502

> Donald B. Remmey, INC.&#39;s Health &amp; Welfare plan: 73 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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