Plan Snapshot
- Plan Sponsor: Exeter Health Resources, INC.
- Sponsor EIN: 020222126
- Sponsor Address: 5 ALUMNI DRIVE, EXETER, NH, 03833
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 0
- Total Assets: $420,974
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 | 0 | $420,974 | $0 | $2,662 |
| 2024 | 1,351 | $596,577 | $0 | $1.4M |
| 2023 | 1,586 | $215,719 | $0 | $935,245 |
| 2022 | 1,596 | $204,059 | $0 | $682,440 |
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 |
|---|---|---|---|---|
| SUNLIFE ASSURANCE COMPANY OF CANADA | Other Service Provider | $18,720 | — | $18,720 |
| BAKER NEWMAN NOYES | Other Service Provider | $17,842 | — | $17,842 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,562
- Estimated Expense Ratio: 8.685% 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 | $164,717 | — | — | — | — |
| 2024 | $39,537 | $2,975 | $18,720 | $12,750 | — |
| 2023 | $38,953 | $2,975 | $17,478 | $10,000 | — |
| 2022 | $34,550 | $2,295 | $17,205 | — | $15,050 |