# Glenn O. Hawbaker, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/glenn-o-hawbaker-inc-251150293-501

> Glenn O. Hawbaker, INC.'s Health & Welfare plan: 963 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Glenn O. Hawbaker, INC.

- **Sponsor EIN:** 251150293

- **Sponsor Address:** 1952 WADDLE ROAD, STATE COLLEGE, PA, 16804

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 963

- **Total Assets:** $17.5M

## 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|963|$17.5M|$17.1M|$2.0M|

| 2023|945|$17.0M|$22.1M|$1.9M|

| 2022|969|$10.4M|$18.0M|$1.9M|

## 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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$794,829|—|$794,829|

| USI INSURANCE SERVICES LLC|Other Service Provider|$114,490|—|$114,490|

| STERLING WELLNESS SOLUTIONS, LLC|Recordkeeper|$80,999|—|$80,999|

| INSPIRA FINANCIAL|Recordkeeper|$32,567|—|$32,567|

| OPTAVISE LLC|Other Service Provider|$29,018|—|$29,018|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,051,903

- **Estimated Expense Ratio:** 6.023% 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|$1,052,856|—|$794,829|—|—|

| 2023|$2,477,848|—|$474,807|—|—|

| 2022|$701,263|—|$701,263|—|—|

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