Plan Snapshot
- Plan Sponsor: Integra Business Center, INC.
- Sponsor EIN: 232749794
- Sponsor Address: 7248 TILGHMAN STREET, ALLENTOWN, PA, 18106
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 90
- Total Assets: $392,436
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 | 90 | $392,436 | $0 | $0 |
| 2024 | 86 | $35,196 | $869,577 | $448,664 |
| 2023 | 83 | $8,084 | $792,242 | $260,970 |
| 2022 | 74 | $63,667 | $655,505 | $260,426 |
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, LLC | Investment Advisor | $70,381 | — | $70,381 |
| BSI CORPORATE BENEFITS | Investment Advisor | $57,448 | — | $57,448 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,829
- Estimated Expense Ratio: 32.573% 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 | $1,182,949 | — | — | — | — |
| 2024 | $1,256,729 | — | — | — | — |
| 2023 | $1,017,114 | — | — | — | — |
| 2022 | $1,120,929 | — | — | — | — |