# Montgomery County Emergency Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/montgomery-county-emergency-services-inc-231894907-503

> Montgomery County Emergency Services, INC.'s Health & Welfare plan: 73 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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