# Paxton Street Home Benevolent Society, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/paxton-street-home-benevolent-society-inc-232179648-506

> Paxton Street Home Benevolent Society, INC.'s Health & Welfare plan: 29 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Paxton Street Home Benevolent Society, INC.

- **Sponsor EIN:** 232179648

- **Sponsor Address:** 2001 PAXTON STREET, HARRISBURG, PA, 17111

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 29

- **Total Assets:** $104,787

## 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|29|$104,787|$0|$0|

| 2024|30|$99,387|$415,692|$24,536|

| 2023|22|$52,285|$313,746|$26,949|

| 2022|23|$58,699|$273,658|$23,554|

| 2020|24|$7,658|$16,214|$1,284|

## 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|$27,502|—|$27,502|

| PCI INSURANCE AGENCY|Investment Advisor|$8,060|—|$8,060|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,562

- **Estimated Expense Ratio:** 33.937% 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|$439,437|—|—|—|—|

| 2024|$396,608|—|—|—|—|

| 2023|$354,441|—|—|—|—|

| 2022|$282,134|—|—|—|—|

| 2020|$5,128|—|—|—|—|

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