Plan Snapshot
- Plan Sponsor: Rausch Creek Generation, LLC
- Sponsor EIN: 392000742
- Sponsor Address: 978 GAP STREET, VALLEY VIEW, PA, 17983
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 100
- Total Assets: $261,763
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 | 100 | $261,763 | $0 | $0 |
| 2024 | 95 | $66,262 | $51,136 | $1.2M |
| 2023 | 87 | $88,350 | $762,908 | $277,102 |
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 | $125,549 | — | $125,549 |
| CAPITAL BLUECROSS | Other Service Provider | $32,938 | — | $32,938 |
| MCGRIFF INSURANCE SERVICES | Investment Advisor | $29,575 | — | $29,575 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,062
- Estimated Expense Ratio: 71.844% 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 | $1,529,619 | — | — | — | — |
| 2024 | $1,302,138 | — | — | — | — |
| 2023 | $1,132,711 | — | — | — | — |