Plan Snapshot
- Plan Sponsor: Regupol America LLC
- Sponsor EIN: 261925934
- Sponsor Address: 11 RITTER WAY, LEBANON, PA, 17042
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 79
- Total Assets: $201,468
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 | 79 | $201,468 | $856,739 | $131,230 |
| 2023 | 84 | $99,703 | $757,922 | $121,942 |
| 2022 | 66 | $231,980 | $665,517 | $117,104 |
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 |
|---|---|---|---|---|
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $24,462 | — | $24,462 |
| THE BENECON GROUP | Investment Advisor | $18,437 | — | $18,437 |
| CONNECTCARE3 | Other Service Provider | $5,001 | — | $5,001 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,900
- Estimated Expense Ratio: 23.775% 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 | $872,692 | — | — | — | — |
| 2023 | $961,600 | — | — | — | — |
| 2022 | $796,366 | — | — | — | — |