# Paul Risk Associates, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/paul-risk-associates-inc-231891905-501

> Paul Risk Associates, INC.'s Health & Welfare plan: 41 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Paul Risk Associates, INC.

- **Sponsor EIN:** 231891905

- **Sponsor Address:** 11 WEST STATE STREET, QUARRYVILLE, PA, 17566

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 41

- **Total Assets:** $139,073

## 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|41|$139,073|$0|$0|

| 2024|46|$1,666|$393,982|$93,684|

| 2023|37|$33,194|$356,808|$87,197|

| 2022|38|$82,706|$24,337|$7,985|

## 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|$50,627|—|$50,627|

| ASSURED PARTNERS|Investment Advisor|$15,906|—|$15,906|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,533

- **Estimated Expense Ratio:** 47.840% 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|$536,979|—|—|—|—|

| 2024|$533,163|—|—|—|—|

| 2023|$488,998|—|—|—|—|

| 2022|$42,369|—|—|—|—|

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