# Quechee Lakes Landowners Association, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/quechee-lakes-landowners-association-inc-030228748-501

> Quechee Lakes Landowners Association, INC.'s Health & Welfare plan: 51 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Quechee Lakes Landowners Association, INC.

- **Sponsor EIN:** 030228748

- **Sponsor Address:** 3268 QUECHEE MAIN STREET, QUECHEE, VT, 05059

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 51

- **Total Assets:** $124,541

## 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.|

| 2025|51|$124,541|$0|$0|

| 2024|49|$299,911|$113,739|$0|

| 2023|49|$247,797|$530,179|$174,305|

## 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|

| THE BENECON GROUP|Investment Advisor|$49,935|—|$49,935|

| ULTRABENEFITS, INC.|Other Service Provider|$30,852|—|$30,852|

| RICHARDS, INC.|Investment Advisor|$21,744|—|$21,744|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,531

- **Estimated Expense Ratio:** 82.327% 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|

| 2025|$1,033,188|—|—|—|—|

| 2024|$65,026|—|—|—|—|

| 2023|$499,032|—|—|—|—|

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