# Global Disciples Health & Welfare Plan
Source: https://planprovider.pro/companies/global-disciples-232854114-501

> Global Disciples's Health & Welfare plan: 34 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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