# Pitney Bowes INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/pitney-bowes-inc-060495050-502

> Pitney Bowes INC.'s Health & Welfare plan: 4,847 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pitney Bowes INC.

- **Sponsor EIN:** 060495050

- **Sponsor Address:** 3001 SUMMER STREET, STAMFORD, CT, 06926

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 4,847

- **Total Assets:** $200,962

## 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|4,847|$200,962|$1.0M|$277,521|

| 2023|6,645|$221,953|$2.0M|$304,030|

| 2022|7,525|$101,361|$1.9M|$470,689|

## 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|

| BECHER, DELLA TORRE, GITTO & CO.|Auditor|$17,600|—|$17,600|

| WILLIS TOWERS WATSON|Recordkeeper|$17,500|—|$17,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BECHER, DELLA TORRE, GITTO & CO.](https://planprovider.pro/provider/bdg-cpas) — Auditor

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,100

- **Estimated Expense Ratio:** 17.466% 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|$43,843|$114|—|$17,600|—|

| 2023|$42,011|$105|—|$17,100|—|

| 2022|$16,749|—|—|—|$16,749|

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