Plan Snapshot
- Plan Sponsor: Humane Pennsylvania
- Sponsor EIN: 231384936
- Sponsor Address: 1729 N. 11TH ST., READING, PA, 19604
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 38
- Total Assets: $25,001
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 | 38 | $25,001 | $281,257 | $107,710 |
| 2023 | 46 | $9,380 | $200,530 | $96,510 |
| 2022 | 33 | $38,109 | $118,321 | $114,548 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $13,427 | — | $13,427 |
| TOMPKINS INSURANCE | Investment Advisor | $11,040 | — | $11,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,467
- Estimated Expense Ratio: 97.864% 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 | $300,871 | — | — | — | — |
| 2023 | $318,129 | — | — | — | — |
| 2022 | $318,451 | — | — | — | — |