# Penn Terminals, LLC. Health & Welfare Plan
Source: https://planprovider.pro/companies/penn-terminals-llc-232420637-501

> Penn Terminals, LLC.'s Health & Welfare plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn Terminals, LLC.

- **Sponsor EIN:** 232420637

- **Sponsor Address:** ONE SAVILLE AVENUE, EDDYSTONE, PA, 19022

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 186

- **Total Assets:** $0

## 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|186|$0|$0|$0|

| 2023|206|$735,336|$3.8M|$1.0M|

| 2022|166|$219,129|$2.9M|$850,436|

## 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|

| AETNA HEALTH PLANS|Other Service Provider|$73,858|—|$73,858|

| THE BENECON GROUP|Investment Advisor|$38,699|—|$38,699|

| CONNECTCARE3|Other Service Provider|$12,627|—|$12,627|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,184

### 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|—|—|—|—|—|

| 2023|$116,717|—|—|—|—|

| 2022|$103,996|—|—|—|—|

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