Plan Snapshot
- Plan Sponsor: Global Disciples
- Sponsor EIN: 232854114
- Sponsor Address: 315 WEST JAMES STREET, SUITE 202, LANCASTER, PA, 17603
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 34
- Total Assets: $296,391
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 | 34 | $296,391 | $0 | $0 |
| 2024 | 31 | $115,621 | $92,826 | $763 |
| 2023 | 32 | $161,895 | $535,227 | $6,316 |
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 | $51,482 | — | $51,482 |
| FNL INSURANCE GROUP (FRANK N. LOTMA | Investment Advisor | $13,265 | — | $13,265 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,747
- Estimated Expense Ratio: 21.845% 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 | $571,100 | — | — | — | — |
| 2024 | $135,648 | — | — | — | — |
| 2023 | $446,649 | — | — | — | — |