# Sam S. Smucker & Sons, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sam-s-smucker-sons-inc-231984058-502

> Sam S. Smucker & Sons, INC.'s Health & Welfare plan: 34 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sam S. Smucker & Sons, INC.

- **Sponsor EIN:** 231984058

- **Sponsor Address:** 543 STRASBURG PIKE, LANCASTER, PA, 17602

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 34

- **Total Assets:** $17,729

## 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|34|$17,729|$0|$0|

| 2024|26|$5,592|$192,088|$84,186|

| 2023|30|$58,705|$170,095|$108,596|

| 2022|70|$48,291|$16,541|$9,666|

## 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|$33,199|—|$33,199|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$11,979|—|$11,979|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,178

- **Estimated Expense Ratio:** 254.825% 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|$351,173|—|—|—|—|

| 2024|$393,689|—|—|—|—|

| 2023|$270,128|—|—|—|—|

| 2022|$19,364|—|—|—|—|

## Similar Plans

- [Board Of Trustees Eastern Atlantic States Carpenters Pension Fund](https://planprovider.pro/companies/board-of-administration-carpenters-pension-and-an-plan) — 12,161 participants

- [Centimark Corporation](https://planprovider.pro/companies/centimark-corporation-401k-plan) — 2,552 participants

- [Centimark Corporation](https://planprovider.pro/companies/centimark-corporation-251194990-004) — 2,418 participants

- [Bricklayers Local 1 Of PA/De Annuity Fund](https://planprovider.pro/companies/bricklayers-local-1-of-pa-de-annuity-fund-232469568-002) — 2,408 participants

- [Bricklayers & Allied Craftworkers Local 1 PA/De Health & Welfare Fd](https://planprovider.pro/companies/bricklayers-allied-craftworkers-local-1-pa-de-health-welfare-fd-232892285-501) — 1,278 participants

- [Iron Workers Local 404](https://planprovider.pro/companies/iron-workers-local-404-251754959-002) — 885 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sam-s-smucker-sons-inc-231984058-502)

© 2026 PlanProvider.Pro