# P.A. Hutchison Company Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/p-a-hutchison-company-240618650-502

> P.A. Hutchison Company&#39;s Health &amp; Welfare plan: 99 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** P.A. Hutchison Company

- **Sponsor EIN:** 240618650

- **Sponsor Address:** 400 PENN AVENUE, MAYFIELD, PA, 184331813

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 99

- **Total Assets:** $341,719

## 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|99|$341,719|$0|$0|

| 2024|80|$346,967|$766,540|$472,181|

| 2023|84|$61,893|$567,026|$537,043|

| 2022|84|$41,282|$463,345|$577,752|

## 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|$95,888|—|$95,888|

| CUMMINGS INSURANCE AGENCY|Investment Advisor|$34,883|—|$34,883|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,771

- **Estimated Expense Ratio:** 38.269% 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|$1,458,435|—|—|—|—|

| 2024|$966,768|—|—|—|—|

| 2023|$1,081,759|—|—|—|—|

| 2022|$1,070,044|—|—|—|—|

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