# F.M. Browns Sons, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/f-m-browns-sons-inc-231308422-503

> F.M. Browns Sons, INC.'s Health & Welfare plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** F.M. Browns Sons, INC.

- **Sponsor EIN:** 231308422

- **Sponsor Address:** 205 WOODROW AVENUE, SINKING SPRINGS, PA, 19608

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 94

- **Total Assets:** $194,461

## 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|94|$194,461|$1.5M|$420,033|

| 2023|116|$448,655|$1.8M|$433,267|

| 2022|112|$178,560|$1.8M|$433,449|

## 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|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$44,751|—|$44,751|

| THE BENECON GROUP, LLC|Investment Advisor|$21,070|—|$21,070|

| CONNECTCARE3|Other Service Provider|$7,319|—|$7,319|

| CAPITAL BLUECROSS|Other Service Provider|$5,904|—|$5,904|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,044

- **Estimated Expense Ratio:** 40.648% 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|$607,689|$28,389|$50,653|—|—|

| 2023|$567,679|$28,274|$57,835|—|—|

| 2022|$556,104|$30,088|$60,901|—|—|

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