# Peoplesbank Health & Welfare Plan
Source: https://planprovider.pro/companies/peoplesbank-230962030-503

> Peoplesbank's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peoplesbank

- **Sponsor EIN:** 230962030

- **Sponsor Address:** 105 LEADER HEIGHTS ROAD, YORK, PA, 17403

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 0

- **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|0|$0|$2.1M|$554,089|

| 2023|254|$1.5M|$3.0M|$661,370|

| 2022|249|$1.6M|$0|$2.1M|

## 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|

| UNIMERICA INSURANCE COMPANY|Other Service Provider|$720,514|—|$720,514|

| HIGHMARK BLUE SHIELD|Other Service Provider|$68,720|—|$68,720|

| L.R. WEBBER ASSOCIATES|Other Service Provider|$43,173|—|$43,173|

| THE BENECON GROUP, INC.|Other Service Provider|$33,501|—|$33,501|

| PBASC|Other Service Provider|$8,405|—|$8,405|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $874,313

### 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|$848,811|$63,108|$70,857|—|—|

| 2023|$1,054,413|$79,324|$13,143|—|—|

| 2022|$1,029,957|$73,638|$19,539|—|—|

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