Plan Snapshot
- Plan Sponsor: Gettysburg College
- Sponsor EIN: 231352641
- Sponsor Address: 300 N. WASHINGTON STREET, GETTYSBURG, PA, 17325
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 532
- Total Assets: $6.7M
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 | 532 | $6.7M | $335,336 | $92,396 |
| 2023 | 543 | $6.2M | $286,048 | $91,915 |
| 2022 | 539 | $5.6M | $350,552 | $94,317 |
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 | $39,791 | — | $39,791 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,791
- Estimated Expense Ratio: 0.591% 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 | $44,410 | — | — | — | — |
| 2023 | $51,970 | — | $51,970 | — | — |
| 2022 | $50,995 | — | $50,995 | — | — |