# Journey Bank Health & Welfare Plan
Source: https://planprovider.pro/companies/journey-bank-240528723-501

> Journey Bank's Health & Welfare plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Journey Bank

- **Sponsor EIN:** 240528723

- **Sponsor Address:** PO BOX 240, BLOOMSBURG, PA, 17815

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 152

- **Total Assets:** $1.1M

## 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|152|$1.1M|$1.5M|$332,999|

| 2023|155|$309,143|$1.2M|$246,132|

| 2022|94|$278,028|$880,478|$269,556|

## 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|

| UNIMERICA INSURANCE COMPANY|Other Service Provider|$883,659|—|$883,659|

| L.R. WEBBER ASSOCIATES|Other Service Provider|$46,041|—|$46,041|

| THE BENECON GROUP, INC.|Other Service Provider|$36,976|—|$36,976|

| PBASC|Other Service Provider|$11,680|—|$11,680|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $978,356

- **Estimated Expense Ratio:** 91.832% 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|$655,011|$46,780|$38,254|—|—|

| 2023|$1,409,984|—|—|—|—|

| 2022|$1,626,001|—|—|—|—|

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