# Pinnacle Physicians, P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/pinnacle-physicians-p-c-455341589-501

> Pinnacle Physicians, P.C.'s Health & Welfare plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pinnacle Physicians, P.C.

- **Sponsor EIN:** 455341589

- **Sponsor Address:** 339 EAST STREET ROAD, FEASTERVILLE-TREVOSE, PA, 19053

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 78

- **Total Assets:** $155,305

## 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|78|$155,305|$866,476|$588,772|

| 2023|86|$98,219|$857,476|$567,604|

| 2022|87|$33,071|$718,764|$424,180|

## 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|

| VILLANOVA HEALTH AGENCY, LLC|Investment Advisor|$32,806|—|$32,806|

| THE BENECON GROUP, LLC|Investment Advisor|$29,138|—|$29,138|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$11,245|—|$11,245|

| STERLING BENEFITS, LLC|Investment Advisor|$10,904|—|$10,904|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,093

- **Estimated Expense Ratio:** 54.147% 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|$1,411,881|—|—|—|—|

| 2023|$1,138,886|—|—|—|—|

| 2022|$1,690,736|—|—|—|—|

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