# Norstam Veneers, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/norstam-veneers-inc-351174892-501

> Norstam Veneers, INC.'s Health & Welfare plan: 40 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Norstam Veneers, INC.

- **Sponsor EIN:** 351174892

- **Sponsor Address:** 2990 OVERLOOK DRIVE SW, MAUCKPORT, IN, 471420032

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 40

- **Total Assets:** $5

## 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|40|$5|$0|$0|

| 2024|35|$74,576|$238,529|$97,699|

| 2023|38|$1,998|$195,497|$96,230|

| 2022|31|$10,806|$168,567|$94,353|

## 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|

| THE BENECON GROUP LLC|Investment Advisor|$35,762|—|$35,762|

| SCHWARTZ INSURANCE GROUP|Investment Advisor|$11,875|—|$11,875|

| REVIVEHEALTH, INC.|Other Service Provider|$6,227|—|$6,227|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$5,898|—|$5,898|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,762

- **Estimated Expense Ratio:** 1195240.000% 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|$508,995|—|—|—|—|

| 2024|$323,018|—|—|—|—|

| 2023|$305,211|—|—|—|—|

| 2022|$273,291|—|—|—|—|

## Similar Plans

- [Flexible Materials, INC.](https://planprovider.pro/companies/flexible-materials-inc-plan) — 72 participants

- [Norstam Veneers, INC.](https://planprovider.pro/companies/norstam-veneers-inc-351174892-001) — 45 participants

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