# T. Baird Mcilvain Company Health & Welfare Plan
Source: https://planprovider.pro/companies/t-baird-mcilvain-company-231471601-501

> T. Baird Mcilvain Company's Health & Welfare plan: 23 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** T. Baird Mcilvain Company

- **Sponsor EIN:** 231471601

- **Sponsor Address:** 370 POPLAR STREET, HANOVER, PA, 17331

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 23

- **Total Assets:** $52,405

## 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|23|$52,405|$0|$0|

| 2024|24|$18,290|$23,926|$4,344|

| 2023|26|$15,087|$245,472|$55,158|

## 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|Investment Advisor|$25,921|—|$25,921|

| WEBB INSURANCE, INC.|Investment Advisor|$6,675|—|$6,675|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,596

- **Estimated Expense Ratio:** 62.200% 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|$339,614|—|—|—|—|

| 2024|$41,916|—|—|—|—|

| 2023|$305,919|—|—|—|—|

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