# Donegal Mutual Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/donegal-mutual-insurance-company-231336198-501

> Donegal Mutual Insurance Company's Health & Welfare plan: 869 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donegal Mutual Insurance Company

- **Sponsor EIN:** 231336198

- **Sponsor Address:** 1195 RIVER ROAD, MARIETTA, PA, 17547

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 869

- **Total Assets:** $0

## 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|869|$0|$0|$0|

| 2023|673|$0|$0|$0|

| 2022|677|$0|$0|$0|

## 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|

| DELTA DENTAL OF PENNSYLVANIA|Other Service Provider|$20,558|—|$20,558|

| UNITED CONCORDIA COMPANIES, INC.|Other Service Provider|$19,428|—|$19,428|

| LINCOLN NATIONAL LIFE INSURANCE CO.|Recordkeeper|$12,593|—|$12,593|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL LIFE INSURANCE CO.](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,579

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/donegal-mutual-insurance-company-231336198-501)

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