# Franklin & Marshall College Health & Welfare Plan
Source: https://planprovider.pro/companies/franklin-marshall-college-231352635-504

> Franklin & Marshall College's Health & Welfare plan: 553 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Franklin & Marshall College

- **Sponsor EIN:** 231352635

- **Sponsor Address:** PO BOX 3003, LANCASTER, PA, 176043003

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 553

- **Total Assets:** $2.4M

## 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|553|$2.4M|$388,771|$60,261|

| 2023|595|$2.0M|$362,997|$58,610|

| 2022|565|$1.6M|$333,591|$57,013|

## 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|

| EMERITI RETIREMENT HEALTH SOLUTIONS|Other Service Provider|$11,127|—|$11,127|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,127

- **Estimated Expense Ratio:** 0.463% 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|$11,127|—|$11,127|—|—|

| 2023|$10,421|—|$10,421|—|—|

| 2022|$9,128|—|$9,128|—|—|

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