# Occupational Health Centers Of The Southwest, P.A. Health & Welfare Plan
Source: https://planprovider.pro/companies/occupational-health-centers-of-the-southwest-p-a-752014828-501

> Occupational Health Centers Of The Southwest, P.A.'s Health & Welfare plan: 940 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Occupational Health Centers Of The Southwest, P.A.

- **Sponsor EIN:** 752014828

- **Sponsor Address:** 4714 GETTYSBURG ROAD, MECHANICSBURG, PA, 17055

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 940

- **Total Assets:** $0

## 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|940|$0|$0|$0|

| 2023|889|$0|$0|$0|

| 2022|844|$0|$0|$0|

## 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|

| HIGHMARK|Recordkeeper|$429,526|—|$429,526|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $429,526

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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