# Eastern Pennsylvania Gastroenterology & Liver Specialists, P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/eastern-pennsylvania-gastroenterology-liver-specialists-p-c-232137906-503

> Eastern Pennsylvania Gastroenterology & Liver Specialists, P.C.'s Health & Welfare plan: 128 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eastern Pennsylvania Gastroenterology & Liver Specialists, P.C.

- **Sponsor EIN:** 232137906

- **Sponsor Address:** 1501 NORTH CEDAR CREST BOULEVARD, ALLENTOWN, PA, 18104

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 128

- **Total Assets:** $33,780

## 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|128|$33,780|$1.6M|$375,580|

| 2023|114|$260,426|$1.4M|$328,306|

| 2022|115|$85,120|$1.2M|$300,924|

## 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|

| BSI CORPORATE BENEFITS|Investment Advisor|$79,565|—|$79,565|

| THE BENECON GROUP|Investment Advisor|$25,819|—|$25,819|

| CONNECTCARE 3|Other Service Provider|$8,007|—|$8,007|

| INNOVU|Other Service Provider|$6,290|—|$6,290|

### Verified Provider Profiles

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

- [BSI CORPORATE BENEFITS](https://planprovider.pro/provider/employee-fiduciary) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,681

- **Estimated Expense Ratio:** 354.295% 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|

| 2024|$2,571,272|—|—|—|—|

| 2023|$1,474,012|—|—|—|—|

| 2022|$1,606,744|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/eastern-pennsylvania-gastroenterology-liver-specialists-p-c-232137906-503)

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