# Equisoft INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/equisoft-inc-980607844-510

> Equisoft INC.'s Health & Welfare plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Equisoft INC.

- **Sponsor EIN:** 980607844

- **Sponsor Address:** 2005 MARKET STREET, SUITE 1100, PHILADELPHIA, PA, 19103

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 121

- **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|121|$0|$1.4M|$219,368|

| 2023|132|$0|$1.2M|$174,515|

| 2022|115|$0|$82,702|$11,197|

## 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|

| PCF INSURANCE SERVICES OF THE WEST|Investment Advisor|$43,890|—|$43,890|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$23,365|—|$23,365|

| THE BENECON GROUP|Investment Advisor|$23,247|—|$23,247|

| CONNECTCARE3|Other Service Provider|$8,076|—|$8,076|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,578

### 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|$98,577|—|$98,577|—|—|

| 2023|$114,283|—|$114,283|—|—|

| 2022|$8,971|—|$8,971|—|—|

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