Plan Snapshot
- Plan Sponsor: Montgomery County Emergency Services, INC.
- Sponsor EIN: 231894907
- Sponsor Address: 50 BEECH DRIVE, NORRISTOWN, PA, 194035421
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 73
- Total Assets: $40,563
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 | 73 | $40,563 | $0 | $0 |
| 2024 | 94 | $123,750 | $1.5M | $363,927 |
| 2023 | 80 | $80,676 | $1.1M | $265,541 |
| 2022 | 84 | $43,620 | $985,175 | $283,937 |
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 |
|---|---|---|---|---|
| UNIVEST INSURANCE | Investment Advisor | $52,635 | — | $52,635 |
| THE BENECON GROUP | Investment Advisor | $24,710 | — | $24,710 |
| INDEPENDANT ADMINISTRATORS (IA) | Other Service Provider | $16,797 | — | $16,797 |
| REVIVEHEALTH, INC. | Other Service Provider | $12,441 | — | $12,441 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,583
- Estimated Expense Ratio: 262.759% 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 | $1,938,604 | — | — | — | — |
| 2024 | $1,746,109 | — | — | — | — |
| 2023 | $1,375,409 | — | — | — | — |
| 2022 | $1,538,169 | — | — | — | — |