# Nittany Oil Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/nittany-oil-company-inc-251753726-502

> Nittany Oil Company, INC.'s Health & Welfare plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nittany Oil Company, INC.

- **Sponsor EIN:** 251753726

- **Sponsor Address:** 321 NORTH FRONT ST, PHILIPSBURG, PA, 16866

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 70

- **Total Assets:** $10,765

## 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|70|$10,765|$616,245|$210,853|

| 2023|86|$14,921|$520,420|$247,504|

| 2022|89|$38,025|-$216,742|$285,617|

## 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|

| ENGLE-HAMBRIGHT & DAVIES, INC.|Investment Advisor|$23,580|—|$23,580|

| THE BENECON GROUP|Investment Advisor|$18,342|—|$18,342|

| CONNECTCARE3|Other Service Provider|$5,105|—|$5,105|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,027

- **Estimated Expense Ratio:** 436.851% 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|$773,229|—|—|—|—|

| 2023|$1,119,149|—|—|—|—|

| 2022|$30,850|—|—|—|—|

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