# Patriot Federal Credit Union Health & Welfare Plan
Source: https://planprovider.pro/companies/patriot-federal-credit-union-251150379-511

> Patriot Federal Credit Union's Health & Welfare plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patriot Federal Credit Union

- **Sponsor EIN:** 251150379

- **Sponsor Address:** 800 WAYNE AVE, CHAMBERSBURG, PA, 172013810

- **Plan Type:** Health & Welfare

- **Plan Number:** 511

- **Total Participants:** 139

- **Total Assets:** $188,980

## 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|139|$188,980|$1.6M|$525,524|

| 2023|146|$163,161|$1.5M|$512,575|

| 2022|158|$245,568|$1.3M|$427,213|

## 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|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$45,058|—|$45,058|

| THE BENECON GROUP, LLC|Investment Advisor|$28,092|—|$28,092|

| CONNECTCARE 3|Other Service Provider|$9,740|—|$9,740|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,890

- **Estimated Expense Ratio:** 43.862% 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|$51,071|—|$51,071|—|—|

| 2023|$51,206|—|$51,206|—|—|

| 2022|$81,818|—|$81,818|—|—|

## Similar Plans

- [Members 1st Federal Credit Union](https://planprovider.pro/companies/members-1st-federal-credit-union-401k-plan) — 1,568 participants

- [Pennsylvania State Employees Credit Union](https://planprovider.pro/companies/pennsylvania-state-employees-credit-union-401k-plan-002) — 1,013 participants

- [Police And Fire Federal Credit Union](https://planprovider.pro/companies/police-and-fire-federal-credit-union-plan-001) — 975 participants

- [Citadel Federal Credit Union](https://planprovider.pro/companies/citadel-federal-credit-union-401k-plan) — 776 participants

- [American Heritage Federal Credit Union](https://planprovider.pro/companies/american-heritage-federal-credit-union-401k-plan) — 625 participants

- [Trumark Financial Credit Union](https://planprovider.pro/companies/trumark-financial-credit-union-401k-plan) — 412 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patriot-federal-credit-union-251150379-511)

© 2026 PlanProvider.Pro