# Monarch Products Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/monarch-products-company-inc-231903909-501

> Monarch Products Company, INC.'s Health & Welfare plan: 55 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Monarch Products Company, INC.

- **Sponsor EIN:** 231903909

- **Sponsor Address:** 385 SIPE ROAD, YORK HAVEN, PA, 173709219

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 55

- **Total Assets:** $251,268

## 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|55|$251,268|$0|$0|

| 2024|49|$256,153|$104,023|$42,678|

| 2023|45|$268,046|$596,829|$310,244|

| 2022|45|$218,084|$499,103|$318,708|

## 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, LLC|Investment Advisor|$63,851|—|$63,851|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$16,551|—|$16,551|

| HIGHMARK BLUE SHIELD (CENTRAL)|Other Service Provider|$12,030|—|$12,030|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,432

- **Estimated Expense Ratio:** 36.786% 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|$1,058,837|—|—|—|—|

| 2024|$130,466|—|—|—|—|

| 2023|$913,224|—|—|—|—|

| 2022|$647,895|—|—|—|—|

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