# Edwards Business Machines, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/edwards-business-machines-inc-231672672-501

> Edwards Business Machines, INC.'s Health & Welfare plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edwards Business Machines, INC.

- **Sponsor EIN:** 231672672

- **Sponsor Address:** 524 PENN AVE, WEST READING, PA, 19611

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 103

- **Total Assets:** $73,337

## 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|103|$73,337|$1.2M|$441,446|

| 2023|105|$71,001|$947,711|$402,450|

| 2022|101|$536,294|$1.1M|$389,827|

## 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|

| CAPITAL BLUECROSS|Other Service Provider|$64,678|—|$64,678|

| THE BENECON GROUP, LLC|Investment Advisor|$35,295|—|$35,295|

| HARDING-YOST INSURANCE ASSOC.|Investment Advisor|$25,476|—|$25,476|

| CONNECTCARE3|Other Service Provider|$6,324|—|$6,324|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,773

- **Estimated Expense Ratio:** 179.681% 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|$566,659|$24,541|$100,924|—|—|

| 2023|$531,135|$25,466|$76,191|—|—|

| 2022|$442,733|$22,067|$77,605|—|—|

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