Plan Snapshot
- Plan Sponsor: Greenell Corporation
- Sponsor EIN: 232158273
- Sponsor Address: 4243 LONAT DRIVE, NAZARETH, PA, 18064
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 55
- Total Assets: $627,392
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 | 55 | $627,392 | $577,937 | $245,655 |
| 2023 | 62 | $539,008 | $553,812 | $244,032 |
| 2022 | 52 | $394,386 | $620,929 | $301,946 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS | Investment Advisor | $34,503 | — | $34,503 |
| CAPITAL BLUECROSS | Other Service Provider | $23,485 | — | $23,485 |
| THE BENECON GROUP | Investment Advisor | $15,850 | — | $15,850 |
| HEALTHIEST YOU | Other Service Provider | $9,357 | — | $9,357 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,195
- Estimated Expense Ratio: 13.260% 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 | $740,836 | — | — | — | — |
| 2023 | $660,550 | — | — | — | — |
| 2022 | $1,014,557 | — | — | — | — |