Plan Snapshot
- Plan Sponsor: Ppl Services Corporation
- Sponsor EIN: 233041441
- Sponsor Address: 645 HAMILTON STREET, SUITE 601, ALLENTOWN, PA, 18101
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 2,218
- Total Assets: $265,427
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 | 2,218 | $265,427 | $11.3M | $1.0M |
| 2023 | 2,236 | $262,326 | $11.4M | $1.3M |
| 2022 | 2,236 | $253,221 | $12.0M | $1.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $16,500 | — | $16,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 6.216% 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 | $352,433 | $8,233 | $325,100 | $16,500 | — |
| 2023 | $421,309 | $2,000 | $403,694 | $14,100 | — |
| 2022 | $318,221 | — | $304,521 | — | $13,700 |