# Five Star Equipment, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/five-star-equipment-inc-232281067-501

> Five Star Equipment, INC.'s Health & Welfare plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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