Plan Snapshot
- Plan Sponsor: Pennsylvania Educational Communications Systems
- Sponsor EIN: 251420912
- Sponsor Address: 401 FALLOWFIELD ROAD, CAMP HILL, PA, 17011
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 23
- Total Assets: $9,214
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 | 23 | $9,214 | $0 | $0 |
| 2024 | 27 | $26,010 | $235,716 | $100,264 |
| 2023 | 24 | $2,459 | $26,959 | $13,266 |
| 2022 | 35 | $5,601 | $197,919 | $105,301 |
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 | $23,275 | — | $23,275 |
| CAPITAL BLUECROSS | Other Service Provider | $15,982 | — | $15,982 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $8,610 | — | $8,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,867
- Estimated Expense Ratio: 519.503% 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 | $335,426 | — | — | — | — |
| 2024 | $356,211 | — | — | — | — |
| 2023 | $39,760 | — | — | — | — |
| 2022 | $325,639 | — | — | — | — |