# Origene Technologies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/origene-technologies-inc-650626270-505

> Origene Technologies, INC.'s Health & Welfare plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Origene Technologies, INC.

- **Sponsor EIN:** 650626270

- **Sponsor Address:** 9620 MEDICAL CENTER DR STE 200, ROCKVILLE, MD, 20850

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 107

- **Total Assets:** $225,474

## 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|107|$225,474|$1.0M|$379,773|

| 2023|110|$245,165|$926,492|$281,668|

| 2022|104|$478,764|$1.2M|$225,882|

## 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|

| CAREFIRST ADMINISTRATORS|Other Service Provider|$67,780|—|$67,780|

| THE CAPITAL GROUP|Investment Advisor|$63,900|—|$63,900|

| THE BENECON GROUP, LLC|Investment Advisor|$23,608|—|$23,608|

| CONNECTCARE3, LLC|Other Service Provider|$7,054|—|$7,054|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $162,342

- **Estimated Expense Ratio:** 72.000% 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|

| 2024|$162,342|—|$162,342|—|—|

| 2023|$161,300|—|$161,300|—|—|

| 2022|$154,973|—|$154,973|—|—|

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