# Exeter Health Resources, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/exeter-health-resources-inc-020222126-507

> Exeter Health Resources, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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