# Spanish American Civic Association For Equality, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/spanish-american-civic-association-for-equality-inc-237319993-501

> Spanish American Civic Association For Equality, INC's Health & Welfare plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spanish American Civic Association For Equality, INC

- **Sponsor EIN:** 237319993

- **Sponsor Address:** 453 S LIME STREET, LANCASTER, PA, 17602

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 48

- **Total Assets:** $2,114

## 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|48|$2,114|$454,206|$39,492|

| 2023|39|$22,275|$425,121|$22,425|

| 2022|38|$1,083|$23,588|$3,711|

## 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|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$17,952|—|$17,952|

| THE BENECON GROUP, LLC|Investment Advisor|$14,330|—|$14,330|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,282

- **Estimated Expense Ratio:** 1527.058% 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|$525,264|—|—|—|—|

| 2023|$446,214|—|—|—|—|

| 2022|$54,215|—|—|—|—|

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