# Palmyra Bologna Company Health & Welfare Plan
Source: https://planprovider.pro/companies/palmyra-bologna-company-230939960-501

> Palmyra Bologna Company's Health & Welfare plan: 74 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Palmyra Bologna Company

- **Sponsor EIN:** 230939960

- **Sponsor Address:** 230 NORTH COLLEGE STREET, PALMYRA, PA, 17078

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 74

- **Total Assets:** $22,420

## 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|74|$22,420|$0|$0|

| 2024|74|$19,693|$615,204|$101,365|

| 2023|67|$179,028|$667,333|$3,390|

| 2022|60|$117,945|$49,244|$8,186|

## 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|$52,309|—|$52,309|

| WEBB INSURANCE, INC.|Investment Advisor|$17,000|—|$17,000|

| REVIVEHEALTH, INC.|Other Service Provider|$8,840|—|$8,840|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,149

- **Estimated Expense Ratio:** 348.568% 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|$915,163|—|—|—|—|

| 2024|$901,523|—|—|—|—|

| 2023|$616,380|—|—|—|—|

| 2022|$41,940|—|—|—|—|

## Similar Plans

- [Farmers Pride INC.](https://planprovider.pro/companies/farmers-pride-inc-401k-plan) — 2,328 participants

- [Board Of Trustees, Washington Wholesalers Health](https://planprovider.pro/companies/board-of-trustees-washington-wholesalers-health-526057761-501) — 1,103 participants

- [Select Veal Feeds, INC.](https://planprovider.pro/companies/select-veal-feeds-inc-401k-plan) — 243 participants

- [Quaker Maid Meats, INC.](https://planprovider.pro/companies/quaker-maid-meats-inc-401k-plan) — 121 participants

- [Berks Packing Co., INC.](https://planprovider.pro/companies/berks-packing-co-inc-plan-004) — 115 participants

- [Berks Packing Co., INC.](https://planprovider.pro/companies/berks-packing-co-inc-230404560-501) — 65 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/palmyra-bologna-company-230939960-501)

© 2026 PlanProvider.Pro