Plan Snapshot
- Plan Sponsor: Geisinger Health Plan
- Sponsor EIN: 232311553
- Sponsor Address: 100 N ACADEMY AVE, MC 49-70, DANVILLE, PA, 178229800
- Plan Type: 401(k)
- Total Participants: 1,879
- Total Assets: $196.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,879 | $196.7M | $4.6M | $7.3M |
| 2023 | 1,858 | $174.9M | $4.8M | $7.1M |
| 2022 | 1,959 | $153.5M | $4.6M | $6.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,760 | $21,342 | — | — | — |
| 2023 | $85,949 | $43,547 | — | — | — |
| 2022 | $79,412 | $26,527 | — | — | — |