# Occupational Services INC Health & Welfare Plan
Source: https://planprovider.pro/companies/occupational-services-inc-231507464-501

> Occupational Services INC's Health & Welfare plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Occupational Services INC

- **Sponsor EIN:** 231507464

- **Sponsor Address:** 17 REDWOOD STREET, CHAMBERSBURG, PA, 17201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 33

- **Total Assets:** $396,231

## 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|33|$396,231|$433,754|$46,956|

| 2023|31|$62,514|$412,861|$38,577|

| 2022|32|$636,110|$359,940|$59,508|

## 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|$11,500|—|$11,500|

| STRICKLER AGENCY, INC.|Investment Advisor|$10,200|—|$10,200|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,700

- **Estimated Expense Ratio:** 5.477% 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|$161,156|—|—|—|—|

| 2023|$1,071,223|—|—|—|—|

| 2022|-$78,732|—|—|—|—|

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