Plan Snapshot
- Plan Sponsor: Keystone Blind Association
- Sponsor EIN: 250969420
- Sponsor Address: 3056 EAST STATE STREET, HERMITAGE, PA, 16148
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 59
- Total Assets: $75,002
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 | $75,002 | $0 | $0 |
| 2024 | 55 | $69,787 | $1.0M | $38,368 |
| 2023 | 45 | $201,360 | $773,625 | $105,679 |
| 2022 | 47 | $75,810 | $585,475 | $123,122 |
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 | $78,370 | — | $78,370 |
| HIGHSTREET INSURANCE SERVICES NORTH | Investment Advisor | $20,760 | — | $20,760 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,130
- Estimated Expense Ratio: 132.170% 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 | $1,326,463 | — | — | — | — |
| 2024 | $1,214,142 | — | — | — | — |
| 2023 | $750,442 | — | — | — | — |
| 2022 | $688,271 | — | — | — | — |