Plan Snapshot
- Plan Sponsor: New Harrisburg Truck Body Company
- Sponsor EIN: 232355230
- Sponsor Address: 408 SHEELY LANE, MECHANICSBURG, PA, 17050
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 23
- Total Assets: $182,409
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 | 23 | $182,409 | $320,667 | $114,737 |
| 2023 | 16 | $131,439 | $178,668 | $90,971 |
| 2022 | 14 | $44,142 | $166,696 | $86,710 |
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 |
|---|---|---|---|---|
| CAPITAL BLUECROSS | Other Service Provider | $8,615 | — | $8,615 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $7,407 | — | $7,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,022
- Estimated Expense Ratio: 8.784% 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 | $388,584 | — | — | — | — |
| 2023 | $178,525 | — | — | — | — |
| 2022 | $135,111 | — | — | — | — |