# Housing Development Corporation Midatlantic Health & Welfare Plan
Source: https://planprovider.pro/companies/housing-development-corporation-midatlantic-231861343-502

> Housing Development Corporation Midatlantic's Health & Welfare plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Housing Development Corporation Midatlantic

- **Sponsor EIN:** 231861343

- **Sponsor Address:** 8 WEST KING STREET STE 821, LANCASTER, PA, 176033284

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 93

- **Total Assets:** $9,405

## 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|93|$9,405|$1.1M|$291,113|

## 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|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$37,488|—|$37,488|

| CAPITAL BLUECROSS|Other Service Provider|$37,104|—|$37,104|

| THE BENECON GROUP|Investment Advisor|$22,640|—|$22,640|

| CONNECTCARE3|Other Service Provider|$6,384|—|$6,384|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,616

- **Estimated Expense Ratio:** 1101.712% 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|$1,641,677|—|—|—|—|

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