Plan Snapshot
- Plan Sponsor: Lancaster Country Club
- Sponsor EIN: 230784690
- Sponsor Address: 1466 NEW HOLLAND PIKE, LANCASTER, PA, 17601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 54
- Total Assets: $179,589
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 | 54 | $179,589 | $0 | $0 |
| 2024 | 41 | $305,282 | $468,946 | $171,253 |
| 2023 | 54 | $254,733 | $450,784 | $159,146 |
| 2022 | 52 | $177,346 | $479,239 | $184,313 |
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 | $50,534 | — | $50,534 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $20,427 | — | $20,427 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,961
- Estimated Expense Ratio: 39.513% 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 | $874,513 | — | — | — | — |
| 2024 | $596,033 | — | — | — | — |
| 2023 | $463,453 | — | — | — | — |
| 2022 | $513,892 | — | — | — | — |