# Movers Specialty Service, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/movers-specialty-service-inc-232203850-501

> Movers Specialty Service, INC.'s Health & Welfare plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Movers Specialty Service, INC.

- **Sponsor EIN:** 232203850

- **Sponsor Address:** 211 COMMERCE DRIVE, MONTGOMERYVILLE, PA, 18936

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 155

- **Total Assets:** $562,076

## 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|155|$562,076|$2.1M|$857,113|

| 2023|156|$688,908|$2.3M|$885,584|

| 2022|183|$998,492|$1.9M|$796,754|

## 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|

| STERLING BENEFITS LLC|Investment Advisor|$86,016|—|$86,016|

| THE BENECON GROUP|Investment Advisor|$29,795|—|$29,795|

| CONNECTCARE3|Other Service Provider|$9,696|—|$9,696|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$5,826|—|$5,826|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,333

- **Estimated Expense Ratio:** 23.366% 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|$883,950|$39,491|$98,008|—|—|

| 2023|$905,761|$36,552|$165,850|—|—|

| 2022|$823,845|$42,590|$168,711|—|—|

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