Plan Snapshot
- Plan Sponsor: Mid Atlantic Cooperative Solutions, INC.
- Sponsor EIN: 431952860
- Sponsor Address: 230 LINCOLN WAY EAST, NEW OXFORD, PA, 17350
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 137
- Total Assets: $1.1M
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 | 137 | $1.1M | $0 | $0 |
| 2024 | 143 | $925,034 | $2.0M | $656,308 |
| 2023 | 132 | $593,340 | $1.7M | $650,904 |
| 2022 | 133 | $465,166 | $1.6M | $607,475 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $46,313 | — | $46,313 |
| BENEFITMALL | Other Service Provider | $9,881 | — | $9,881 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,194
- Estimated Expense Ratio: 5.058% 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 | $2,439,343 | — | $36,740 | — | — |
| 2024 | $723,046 | — | $57,105 | — | — |
| 2023 | $675,400 | — | $108,903 | — | — |
| 2022 | $652,850 | — | $111,755 | — | — |