# Kovatch INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/kovatch-inc-232446167-501

> Kovatch INC.'s Health & Welfare plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kovatch INC.

- **Sponsor EIN:** 232446167

- **Sponsor Address:** 428 WEST CATAWISSA STREET, NESQUEHONING, PA, 18240

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 17

- **Total Assets:** $126,942

## 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|17|$126,942|$163,242|$76,960|

| 2023|20|$116,521|$178,886|$63,308|

| 2022|26|$49,676|$276,369|$0|

## 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|

| ETA BENEFITS, INC.|Investment Advisor|$7,770|—|$7,770|

| HIGHMARK BCBS NEPA|Other Service Provider|$6,814|—|$6,814|

| THE BENECON GROUP, LLC|Investment Advisor|$5,749|—|$5,749|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,333

- **Estimated Expense Ratio:** 16.018% 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|$233,521|—|—|—|—|

| 2023|$178,787|—|—|—|—|

| 2022|$341,460|—|—|—|—|

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