Plan Snapshot
- Plan Sponsor: Lehighton Ambulance Association, INC.
- Sponsor EIN: 232708301
- Sponsor Address: 516 IRON STREET, LEHIGHTON, PA, 18235
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 75
- Total Assets: $229,317
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 | 75 | $229,317 | $0 | $0 |
| 2024 | 70 | $106,673 | $141,501 | $21,390 |
| 2023 | 70 | $2,926 | $773,146 | $133,505 |
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 | Investment Advisor | $75,594 | — | $75,594 |
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $40,203 | — | $40,203 |
| HY HOLDINGS | Other Service Provider | $7,216 | — | $7,216 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,013
- Estimated Expense Ratio: 53.643% 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 | $1,024,488 | — | — | — | — |
| 2024 | $219,990 | — | — | — | — |
| 2023 | $1,190,517 | — | — | — | — |