# Sagewell Healthcare Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/sagewell-healthcare-benefits-trust-233398131-510

> Sagewell Healthcare Benefits Trust's Health & Welfare plan: 477,594 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sagewell Healthcare Benefits Trust

- **Sponsor EIN:** 233398131

- **Sponsor Address:** 1501 REEDSDALE STREET SUITE 3005, PITTSBURGH, PA, 15233

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 477,594

- **Total Assets:** $54.6M

## 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|477,594|$54.6M|$0|$0|

| 2024|445,930|$50.8M|$336.8M|$0|

| 2023|513,532|$50.6M|$318.5M|$0|

| 2022|512,200|$47.3M|$288.5M|$0|

## 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|

| ALLIANT INSURANCE SERVICES INC|Other Service Provider|$1,080,037|—|$1,080,037|

| CITIZENS BANK|Other Service Provider|$10,782|—|$10,782|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,090,819

- **Estimated Expense Ratio:** 1.996% 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|$345,594,769|—|—|—|—|

| 2024|$1,089,205|—|—|—|—|

| 2023|$998,503|—|—|—|—|

| 2022|$13,854|—|—|—|—|

## Similar Plans

- [Legal Professions Benefits Trust](https://planprovider.pro/companies/legal-professions-benefits-trust-477234738-501) — 10,143 participants

- [Maguire Insurance Agency, INC.](https://planprovider.pro/companies/maguire-insurance-agency-inc-231609281-501) — 2,013 participants

- [Keystone Insurers Group, INC.](https://planprovider.pro/companies/keystone-insurers-group-inc-232263940-502) — 1,459 participants

- [Patriot Growth Insurance Services, LLC](https://planprovider.pro/companies/patriot-growth-insurance-services-llc-831204744-501) — 1,338 participants

- [Westguard Insurance Company](https://planprovider.pro/companies/westguard-insurance-company-061678760-501) — 957 participants

- [Our Health Insurance LLC](https://planprovider.pro/companies/our-health-insurance-llc-873978093-502) — 533 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sagewell-healthcare-benefits-trust-233398131-510)

© 2026 PlanProvider.Pro