Plan Snapshot
- Plan Sponsor: Goodwill Industries Of N.E. PA, INC.
- Sponsor EIN: 240800938
- Sponsor Address: 925 PROSPECT AVENUE, SCRANTON, PA, 18505
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 54
- Total Assets: $127,174
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 | 54 | $127,174 | $0 | $0 |
| 2024 | 40 | $45,121 | $734,774 | $85,664 |
| 2023 | 54 | $149,816 | $841,887 | $66,232 |
| 2022 | 73 | $52,842 | $708,705 | $144,250 |
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 | $39,755 | — | $39,755 |
| CUMMINGS INSURANCE AGENCY | Investment Advisor | $16,324 | — | $16,324 |
| HIGHMARK BCBS NEPA | Other Service Provider | $7,626 | — | $7,626 |
| REVIVEHEALTH, INC. | Other Service Provider | $7,540 | — | $7,540 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,245
- Estimated Expense Ratio: 56.022% 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 | $863,876 | — | — | — | — |
| 2024 | $923,703 | — | — | — | — |
| 2023 | $754,346 | — | — | — | — |
| 2022 | $743,539 | — | — | — | — |