# Richard S. Burns & Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/richard-s-burns-company-inc-232536562-501

> Richard S. Burns & Company, INC.'s Health & Welfare plan: 54 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Richard S. Burns & Company, INC.

- **Sponsor EIN:** 232536562

- **Sponsor Address:** 4300 RISING SUN AVENUE, PHILADELPHIA, PA, 19140

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 54

- **Total Assets:** $648,193

## 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|54|$648,193|$0|$0|

| 2024|79|$445,007|$378,179|$228,393|

| 2023|58|$400,979|$458,855|$133,952|

| 2022|64|$322,450|$415,301|$132,297|

## 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, LLC|Investment Advisor|$45,281|—|$45,281|

| MCGRIFF INSURANCE SERVICES (PA), A|Investment Advisor|$29,385|—|$29,385|

| AETNA HEALTH PLANS|Other Service Provider|$18,000|—|$18,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,666

- **Estimated Expense Ratio:** 14.296% 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|$462,503|—|—|—|—|

| 2024|$576,483|—|—|—|—|

| 2023|$524,282|—|—|—|—|

| 2022|$568,366|—|—|—|—|

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