# Martha Lloyd School, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/martha-lloyd-school-inc-240798830-501

> Martha Lloyd School, INC.'s Health & Welfare plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Martha Lloyd School, INC.

- **Sponsor EIN:** 240798830

- **Sponsor Address:** 66 LLOYD LANE, TROY, PA, 16947

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 134

- **Total Assets:** $1.3M

## 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|134|$1.3M|$2.3M|$376,082|

| 2023|138|$1.1M|$2.2M|$371,970|

| 2022|138|$717,942|$1.9M|$368,140|

## 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|$27,681|—|$27,681|

| ALLIANT INSURANCE SERVICES, INC.|Investment Advisor|$18,866|—|$18,866|

| CONNECTCARE3|Other Service Provider|$9,616|—|$9,616|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,163

- **Estimated Expense Ratio:** 4.361% 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|$933,668|$37,297|$21,515|—|—|

| 2023|$791,334|$35,136|$30,989|—|—|

| 2022|$683,865|$34,729|$46,239|—|—|

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