# J & L Building Materials, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/j-l-building-materials-inc-231533088-502

> J & L Building Materials, INC.'s Health & Welfare plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J & L Building Materials, INC.

- **Sponsor EIN:** 231533088

- **Sponsor Address:** 600 LANCASTER AVENUE, FRAZER, PA, 19355

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 136

- **Total Assets:** $0

## 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|136|$0|$0|$0|

| 2023|130|$765,316|$1.9M|$512,973|

| 2022|114|$386,941|$1.6M|$428,107|

## 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|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$57,164|—|$57,164|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$30,618|—|$30,618|

| THE BENECON GROUP|Investment Advisor|$26,142|—|$26,142|

| CONNECTCARE3|Other Service Provider|$9,081|—|$9,081|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $123,005

### 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|—|—|—|—|—|

| 2023|$1,917,563|—|—|—|—|

| 2022|$2,018,603|—|—|—|—|

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