Plan Snapshot
- Plan Sponsor: Donegal Office Solutions, INC
- Sponsor EIN: 473567086
- Sponsor Address: 633 DUNKFERRY RD, BENSALEM, PA, 19020
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 102
- Total Assets: $674,068
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 | 102 | $674,068 | $0 | $0 |
| 2024 | 108 | $158,429 | $1.1M | $513,000 |
| 2023 | 96 | $71,429 | $823,265 | $331,757 |
| 2022 | 88 | $55,745 | $695,365 | $235,335 |
| 2020 | 78 | $15,806 | $385,643 | $158,763 |
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 |
|---|---|---|---|---|
| THE BENECON COMPANY | Investment Advisor | $107,626 | — | $107,626 |
| THE SAFEGARD GROUP, INC. | Investment Advisor | $55,215 | — | $55,215 |
| LUCENT HEALTH | Other Service Provider | $54,011 | — | $54,011 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,852
- Estimated Expense Ratio: 32.171% 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 | $1,437,939 | — | — | — | — |
| 2024 | $1,545,571 | — | — | — | — |
| 2023 | $1,150,068 | — | — | — | — |
| 2022 | $1,032,380 | — | — | — | — |
| 2020 | $580,526 | — | — | — | — |