Plan Snapshot
- Plan Sponsor: Five Star Equipment, INC.
- Sponsor EIN: 232281067
- Sponsor Address: 1300 DUNHAM DRIVE, DUNMORE, PA, 18512
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 124
- Total Assets: $37,078
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 | 124 | $37,078 | $0 | $0 |
| 2024 | 114 | $25,126 | $2.0M | $317,507 |
| 2023 | 105 | $54,636 | $1.4M | $237,474 |
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 | Investment Advisor | $61,180 | — | $61,180 |
| HIGHMARK BCBS NEPA | Other Service Provider | $35,614 | — | $35,614 |
| CONNECTCARE3 | Other Service Provider | $7,263 | — | $7,263 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,057
- Estimated Expense Ratio: 280.644% 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 | $2,000,867 | — | — | — | — |
| 2024 | $2,458,558 | — | — | — | — |
| 2023 | $2,001,449 | — | — | — | — |