# Fanelli Brothers Trucking Co. Health & Welfare Plan
Source: https://planprovider.pro/companies/fanelli-brothers-trucking-co-231681214-501

> Fanelli Brothers Trucking Co.'s Health & Welfare plan: 1 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Fanelli Brothers Trucking Co.

- **Sponsor EIN:** 231681214

- **Sponsor Address:** 1298 KEYSTONE BOULEVARD, POTTSVILLE, PA, 17901

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1

- **Total Assets:** $22,707

## 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|1|$22,707|$0|$0|

| 2024|34|$149,552|$419,714|$143,502|

| 2023|27|$95,532|$358,369|$135,587|

| 2022|30|$273,204|$264,422|$143,990|

## 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|

| THE BENECON GROUP LLC|Investment Advisor|$12,905|—|$12,905|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,905

- **Estimated Expense Ratio:** 56.833% 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|$158,318|—|—|—|—|

| 2024|$456,662|—|—|—|—|

| 2023|$504,135|—|—|—|—|

| 2022|$551,569|—|—|—|—|

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