# G. Robert Bilger, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/g-robert-bilger-inc-232353630-502

> G. Robert Bilger, INC.'s Health & Welfare plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** G. Robert Bilger, INC.

- **Sponsor EIN:** 232353630

- **Sponsor Address:** 121 S CENTRE AVE, LEESPORT, PA, 19533

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 154

- **Total Assets:** $0

## 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|154|$0|$0|$0|

| 2023|124|$45,907|$81,850|$21,475|

| 2022|132|$57,432|$1.0M|$242,721|

## 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|

| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD|Investment Advisor|$61,970|—|$61,970|

| THE BENECON GROUP|Investment Advisor|$29,778|—|$29,778|

| CONNECTCARE3|Other Service Provider|$10,324|—|$10,324|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,072

### 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|—|—|—|—|—|

| 2023|$6,721|—|—|—|—|

| 2022|$83,253|—|—|—|$83,253|

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