Plan Snapshot
- Plan Sponsor: Pioneer Pole Buildings, INC.
- Sponsor EIN: 232944586
- Sponsor Address: 716 SOUTH ROUTE 183, SCHUYLKILL HAVEN, PA, 17972
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 183
- Total Assets: $472,937
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 | 183 | $472,937 | $1.1M | $468,857 |
| 2023 | 169 | $569,248 | $1.2M | $442,800 |
| 2022 | 164 | $255,782 | $989,862 | $364,021 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Other Service Provider | $63,531 | — | $63,531 |
| BENEFITMALL | Other Service Provider | $12,989 | — | $12,989 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,520
- Estimated Expense Ratio: 16.180% 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 | $523,846 | — | $67,596 | — | — |
| 2023 | $426,162 | — | $71,529 | — | — |
| 2022 | $365,580 | — | $74,963 | — | — |