# Hansen Properties, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hansen-properties-inc-232707267-502

> Hansen Properties, INC.'s Health & Welfare plan: 102 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Hansen Properties, INC.

- **Sponsor EIN:** 232707267

- **Sponsor Address:** 1401 MORRIS ROAD, BLUE BELL, PA, 19422

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 102

- **Total Assets:** $108,479

## 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|102|$108,479|$0|$0|

| 2024|98|$230,831|$1.2M|$44,640|

| 2023|97|$225,202|$907,618|$390,420|

| 2022|108|$41,263|$635,513|$333,316|

## 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|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$50,736|—|$50,736|

| THE BENECON GROUP|Investment Advisor|$30,554|—|$30,554|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$26,551|—|$26,551|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,841

- **Estimated Expense Ratio:** 99.412% 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|$1,595,516|—|—|—|—|

| 2024|$1,239,818|—|—|—|—|

| 2023|$1,141,076|—|—|—|—|

| 2022|$718,179|—|—|—|—|

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