# Simona America Industries LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/simona-america-industries-llc-832286197-526

> Simona America Industries LLC's Health & Welfare plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simona America Industries LLC

- **Sponsor EIN:** 832286197

- **Sponsor Address:** 101 POWER BLVD, ARCHBALD, PA, 18403

- **Plan Type:** Health & Welfare

- **Plan Number:** 526

- **Total Participants:** 113

- **Total Assets:** $0

## 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|113|$0|$0|$0|

| 2023|117|$0|$0|$0|

| 2022|76|$310,039|$1.1M|$267,675|

## 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|

| PATRIOT (EXUDE, INC.)|Investment Advisor|$48,930|—|$48,930|

| HIGHMARK BCBS NEPA|Other Service Provider|$34,807|—|$34,807|

| THE BENECON GROUP|Investment Advisor|$21,595|—|$21,595|

| CONNECTCARE3|Other Service Provider|$7,502|—|$7,502|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,834

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$111,921|—|$41,792|—|$70,129|

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