# Novus Surgical Consultants LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/novus-surgical-consultants-llc-853089440-501

> Novus Surgical Consultants LLC's Health & Welfare plan: 89 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Novus Surgical Consultants LLC

- **Sponsor EIN:** 853089440

- **Sponsor Address:** 1970 BROAD STREET, EAST PETERSBURG, PA, 17520

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 89

- **Total Assets:** $91,080

## 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|89|$91,080|$0|$0|

| 2024|92|$6,463|$240,737|$277,104|

| 2023|40|$14,441|$8,663|$19,726|

| 2022|61|$10,186|$143,125|$180,789|

## 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|Investment Advisor|$46,922|—|$46,922|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$36,370|—|$36,370|

| HY HOLDINGS INC|Other Service Provider|$6,212|—|$6,212|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,504

- **Estimated Expense Ratio:** 98.270% 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|$501,388|—|—|—|—|

| 2024|$635,831|—|—|—|—|

| 2023|$21,000|—|—|—|—|

| 2022|$374,900|—|—|—|—|

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