# J F Rohrbaugh Co., INC Health & Welfare Plan
Source: https://planprovider.pro/companies/j-f-rohrbaugh-co-inc-231028530-501

> J F Rohrbaugh Co., INC's Health & Welfare plan: 59 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** J F Rohrbaugh Co., INC

- **Sponsor EIN:** 231028530

- **Sponsor Address:** 105 BERLIN JUNCTION, NEW OXFORD, PA, 17350

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 59

- **Total Assets:** $46,089

## 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|59|$46,089|$0|$0|

| 2024|53|$15,953|$339,710|$272,639|

| 2023|56|$166,145|$317,494|$249,148|

| 2022|77|$23,033|$235,066|$215,994|

## 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|$33,425|—|$33,425|

| WEBB INSURANCE, INC.|Investment Advisor|$13,675|—|$13,675|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,100

- **Estimated Expense Ratio:** 102.194% 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|$566,472|—|—|—|—|

| 2024|$761,604|—|—|—|—|

| 2023|$433,703|—|—|—|—|

| 2022|$366,811|—|—|—|—|

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