# Lehigh Valley Association Of Independent Colleges Health & Welfare Plan
Source: https://planprovider.pro/companies/lehigh-valley-association-of-independent-colleges-237077479-501

> Lehigh Valley Association Of Independent Colleges's Health & Welfare plan: 1,295 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lehigh Valley Association Of Independent Colleges

- **Sponsor EIN:** 237077479

- **Sponsor Address:** 116 RESEARCH DRIVE, BETHLEHEM, PA, 18015

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,295

- **Total Assets:** $4.6M

## 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|1,295|$4.6M|$14.7M|$3.7M|

| 2023|1,326|$8.1M|$17.3M|$3.6M|

| 2022|1,317|$7.4M|$15.3M|$5.0M|

## 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|

| CAPITAL ADVANTAGE ASSURANCE COMPANY|Recordkeeper|$380,263|—|$380,263|

| USI INSURANCE SERVICES|Other Service Provider|$175,000|—|$175,000|

| MAGELLAN RX MANAGEMENT, LLC|Other Service Provider|$68,173|—|$68,173|

| BAKER TILLY US, LLP|Auditor|$24,175|—|$24,175|

| RXBENEFITS|Other Service Provider|$16,519|—|$16,519|

| TRAVELS INSURANCE|Other Service Provider|$15,672|—|$15,672|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $679,802

- **Estimated Expense Ratio:** 14.662% 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|$621,889|—|$448,436|$24,175|—|

| 2023|$682,045|—|$428,242|$12,344|—|

| 2022|$553,210|—|—|—|—|

## Similar Plans

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-002) — 27,753 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-001) — 22,806 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-028) — 22,596 participants

- [Thomas Jefferson University](https://planprovider.pro/companies/thomas-jefferson-university-403b-plan) — 18,283 participants

- [Carnegie Mellon University](https://planprovider.pro/companies/carnegie-mellon-university-403b-plan) — 11,963 participants

- [Drexel University](https://planprovider.pro/companies/drexel-university-403b-plan) — 11,873 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lehigh-valley-association-of-independent-colleges-237077479-501)

© 2026 PlanProvider.Pro