Plan Snapshot
- Plan Sponsor: Lobar, INC.
- Sponsor EIN: 231688154
- Sponsor Address: PO BOX 50, DILLSBURG, PA, 17019
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 224
- Total Assets: $0
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 | 224 | $0 | $0 | $0 |
| 2023 | 257 | $0 | $0 | $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 |
|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS INC. | Recordkeeper | $63,169 | — | $63,169 |
| AP BENEFIT ADVISORS LLC | Investment Advisor | $25,605 | — | $25,605 |
| HIGHMARK INC. | Recordkeeper | $21,907 | — | $21,907 |
| AP BENEFIT ADVISORS, LLC | Other Service Provider | $12,000 | — | $12,000 |
| MULTIPLAN INC. | Recordkeeper | $8,104 | — | $8,104 |
| BHS | Other Service Provider | $6,246 | — | $6,246 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,031
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |