# G.M. Mccrossin, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/g-m-mccrossin-inc-240837316-520

> G.M. Mccrossin, INC.'s Health & Welfare plan: 45 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** G.M. Mccrossin, INC.

- **Sponsor EIN:** 240837316

- **Sponsor Address:** 122 LEAHEY DRIVE, BELLEFONTE, PA, 16823

- **Plan Type:** Health & Welfare

- **Plan Number:** 520

- **Total Participants:** 45

- **Total Assets:** $24,960

## 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|45|$24,960|$0|$0|

| 2024|43|$8,079|$62,177|$78,291|

| 2023|43|$3,984|$452,966|$57,575|

## 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|$39,165|—|$39,165|

| FIRST NATIONAL INSURANCE AGENCY|Investment Advisor|$17,255|—|$17,255|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,420

- **Estimated Expense Ratio:** 226.042% 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|$674,444|—|—|—|—|

| 2024|$138,547|—|—|—|—|

| 2023|$555,335|—|—|—|—|

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