Plan Snapshot
- Plan Sponsor: Personal Healthcare Management LLC
- Sponsor EIN: 273841580
- Sponsor Address: 20 WOOD COURT, TARRYTOWN, NY, 10591
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 394
- Total Assets: $553,358
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 | 394 | $553,358 | $2.0M | $1.2M |
| 2023 | 370 | $500,348 | $1.9M | $1.2M |
| 2022 | 369 | $581,445 | $598,309 | $1.2M |
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 |
|---|---|---|---|---|
| TOTAL PLAN CONCEPTS | Recordkeeper | $150,513 | — | $150,513 |
| SMITH RX | Other Service Provider | $21,005 | — | $21,005 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,518
- Estimated Expense Ratio: 30.996% 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 |
|---|---|---|---|---|---|
| 2024 | $173,131 | — | $171,518 | — | — |
| 2023 | $170,724 | — | $163,619 | — | — |
| 2022 | $173,174 | — | $163,594 | — | $5,352 |