# Morningstar Senior Living, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/morningstar-senior-living-inc-222717623-502

> Morningstar Senior Living, INC.'s Health & Welfare plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morningstar Senior Living, INC.

- **Sponsor EIN:** 222717623

- **Sponsor Address:** 175 WEST NORTH STREET, NAZARETH, PA, 18064

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 131

- **Total Assets:** $1.4M

## 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|131|$1.4M|$2.5M|$366,198|

| 2023|150|$830,096|$1.9M|$367,376|

| 2022|157|$856,584|$1.1M|$184,880|

## 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|

| UNIMERICA INSURANCE COMPANY|Other Service Provider|$784,042|—|$784,042|

| LR WEBBER ASSOCIATES|Other Service Provider|$37,277|—|$37,277|

| HIGHMARK|Other Service Provider|$24,300|—|$24,300|

| THE BENECON GROUP|Other Service Provider|$22,724|—|$22,724|

| CONNECTCARE3|Other Service Provider|$6,752|—|$6,752|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $875,095

- **Estimated Expense Ratio:** 61.454% 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|$875,096|$45,464|$31,053|—|—|

| 2023|$754,733|$45,576|$6,967|—|—|

| 2022|$356,574|$22,764|$2,894|—|—|

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