# Donegal Office Solutions, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/donegal-office-solutions-inc-473567086-501

> Donegal Office Solutions, INC's Health & Welfare plan: 102 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

## Similar Plans

- [Thermo Fisher Scientific INC.](https://planprovider.pro/companies/thermo-fisher-scientific-inc-401k-plan) — 70,443 participants

- [D & H Distributing Co.](https://planprovider.pro/companies/d-h-distributing-co-230506415-001) — 1,483 participants

- [Thermo Fisher Scientific INC.](https://planprovider.pro/companies/thermo-fisher-scientific-inc-plan-100) — 1,313 participants

- [Fisher Scientific International LLC](https://planprovider.pro/companies/fisher-scientific-international-llc-401k-plan) — 745 participants

- [Medcare Equipment Company, LLC](https://planprovider.pro/companies/medcare-equipment-company-llc-401k-plan) — 290 participants

- [Stephenson Equipment, INC.](https://planprovider.pro/companies/stephenson-equipment-inc-251511922-501) — 219 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/donegal-office-solutions-inc-473567086-501)

© 2026 PlanProvider.Pro