Plan Snapshot
- Plan Sponsor: Lehigh Valley Public Telecommunications Corp
- Sponsor EIN: 231642883
- Sponsor Address: 839 SESAME STREET, BETHLEHEM, PA, 18015
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 42
- Total Assets: $39,266
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 | 42 | $39,266 | $581,424 | $149,141 |
| 2023 | 52 | $24,575 | $698,889 | $276,611 |
| 2022 | 67 | $125,838 | $680,176 | $129,374 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $24,522 | — | $24,522 |
| CAPITAL BLUECROSS | Other Service Provider | $16,825 | — | $16,825 |
| THE BENECON GROUP, LLC | Investment Advisor | $11,756 | — | $11,756 |
| HY HOLDINGS INC | Other Service Provider | $6,273 | — | $6,273 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,376
- Estimated Expense Ratio: 151.215% 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 | $582,631 | — | — | — | — |
| 2023 | $1,095,718 | — | — | — | — |
| 2022 | $828,177 | — | — | — | — |