# Haverford College Health & Welfare Plan
Source: https://planprovider.pro/companies/haverford-college-236002304-512

> Haverford College's Health & Welfare plan: 492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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