# Halvik Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/halvik-corp-134367307-501

> Halvik Corp.'s Health & Welfare plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Halvik Corp.

- **Sponsor EIN:** 134367307

- **Sponsor Address:** 1600 SPRING HILL ROAD, VIENNA, VA, 22182

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 231

- **Total Assets:** $707,619

## 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|231|$707,619|$1.3M|$951,977|

| 2023|172|$421,791|$988,483|$841,037|

| 2022|177|$219,918|$902,204|$824,272|

## 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|

| CAREFIRST|Other Service Provider|$128,240|—|$128,240|

| BROWN & BROWN (VA)|Investment Advisor|$95,201|—|$95,201|

| THE BENECON GROUP|Investment Advisor|$44,912|—|$44,912|

| CONNECTCARE3|Other Service Provider|$12,637|—|$12,637|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $280,990

- **Estimated Expense Ratio:** 39.709% 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|$828,118|$57,549|$223,440|—|—|

| 2023|$642,291|$51,513|$171,267|—|—|

| 2022|$612,730|$49,007|$152,827|—|—|

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