# Peoples Security Bank And Trust Company Health & Welfare Plan
Source: https://planprovider.pro/companies/peoples-security-bank-trust-company-240603570-502

> Peoples Security Bank And Trust Company's Health & Welfare plan: 394 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Peoples Security Bank And Trust Company

- **Sponsor EIN:** 240603570

- **Sponsor Address:** 30 E D PREATE DRIVE, MOOSIC, PA, 18507

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 394

- **Total Assets:** $1.1M

## 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|394|$1.1M|$0|$0|

| 2024|391|$1.4M|$3.7M|$1.3M|

| 2023|277|$1.1M|$2.8M|$1.1M|

| 2022|276|$1.1M|$2.4M|$1.1M|

## 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|

| HIGHMARK BCBS NEPA|Other Service Provider|$319,223|—|$319,223|

| BSI CORPORATE BENEFITS, INC.|Investment Advisor|$132,972|—|$132,972|

| LR WEBBER|Investment Advisor|$94,953|—|$94,953|

| THE BENECON GROUP, LLC|Investment Advisor|$55,205|—|$55,205|

| PRIME THERAPEUTICS|Other Service Provider|$48,024|—|$48,024|

| PBASC|Other Service Provider|$13,831|—|$13,831|

| YOUNG, OAKES, BROWN & CO|Other Service Provider|$11,365|—|$11,365|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $675,573

- **Estimated Expense Ratio:** 59.700% 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|$7,428,196|$154,491|$512,770|—|—|

| 2024|$1,337,623|$109,346|$235,237|—|—|

| 2023|$962,470|$84,377|$42,937|—|—|

| 2022|$877,930|$79,633|$36,552|—|—|

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