Plan Snapshot
- Plan Sponsor: Nulton Diagnostic & Treatment Center, P.C.
- Sponsor EIN: 232889239
- Sponsor Address: 214 COLLEGE PARK PLAZA, JOHNSTOWN, PA, 15904
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 98
- Total Assets: $197,077
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 | 98 | $197,077 | $777,077 | $334,383 |
| 2023 | 87 | $168,322 | $562,830 | $360,606 |
| 2022 | 92 | $14,510 | $446,341 | $267,610 |
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 |
|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS INC. | Other Service Provider | $72,287 | — | $72,287 |
| L. R. WEBBER ASSOCIATES, INC. | Investment Advisor | $31,975 | — | $31,975 |
| THE BENECON GROUP, LLC | Investment Advisor | $26,198 | — | $26,198 |
| CONNECTCARE3 | Other Service Provider | $7,060 | — | $7,060 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,520
- Estimated Expense Ratio: 69.780% 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 | $1,105,899 | — | — | — | — |
| 2023 | $722,522 | — | — | — | — |
| 2022 | $789,815 | — | — | — | — |