Plan Snapshot
- Plan Sponsor: Haverford College
- Sponsor EIN: 236002304
- Sponsor Address: 370 LANCASTER AVE, HAVERFORD, PA, 19041
- Plan Type: Health & Welfare
- Plan Number: 512
- Total Participants: 492
- Total Assets: $10.7M
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 | 492 | $10.7M | $408,584 | $45,679 |
| 2023 | 487 | $9.7M | $389,074 | $106,860 |
| 2022 | 463 | $8.3M | $260,229 | $68,402 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $23,652 | — | $23,652 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,652
- Estimated Expense Ratio: 0.221% 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 | $23,652 | — | $23,652 | — | — |
| 2023 | $23,090 | — | $23,090 | — | — |
| 2022 | $23,631 | — | $23,631 | — | — |