Plan Snapshot
- Plan Sponsor: Scranton Counseling Center
- Sponsor EIN: 240795620
- Sponsor Address: 329 CHERRY STREET, SCRANTON, PA, 18505
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 231
- Total Assets: $264,185
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 | 231 | $264,185 | $2.3M | $514,877 |
| 2023 | 223 | $504,468 | $1.8M | $482,657 |
| 2022 | 223 | $1.0M | $2.4M | $366,740 |
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 |
|---|---|---|---|---|
| CUMMINGS INSURANCE AGENCY | Investment Advisor | $39,986 | — | $39,986 |
| THE BENECON GROUP, LLC | Investment Advisor | $35,258 | — | $35,258 |
| CONNECTCARE3 | Other Service Provider | $12,248 | — | $12,248 |
| HIGHMARK BCBS NEPA | Other Service Provider | $9,762 | — | $9,762 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,254
- Estimated Expense Ratio: 36.813% 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 | $97,253 | — | — | — | — |
| 2023 | $99,852 | — | — | — | — |
| 2022 | $92,924 | — | — | — | $92,924 |