# The Berkshire Country Club Of Reading, Pennsylvania Health & Welfare Plan
Source: https://planprovider.pro/companies/the-berkshire-country-club-of-reading-pennsylvania-230404700-501

> The Berkshire Country Club Of Reading, Pennsylvania's Health & Welfare plan: 33 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Berkshire Country Club Of Reading, Pennsylvania

- **Sponsor EIN:** 230404700

- **Sponsor Address:** 1637 BERNVILLE ROAD, READING, PA, 19601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 33

- **Total Assets:** $62,461

## 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|33|$62,461|$0|$0|

| 2024|37|$51,279|$350,350|$103,174|

| 2023|46|$34,497|$309,425|$96,754|

| 2022|41|$20,598|$358,993|$1,949|

## 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|$33,502|—|$33,502|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$16,134|—|$16,134|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,636

- **Estimated Expense Ratio:** 79.467% 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|$509,026|—|—|—|—|

| 2024|$518,510|—|—|—|—|

| 2023|$393,636|—|—|—|—|

| 2022|$366,547|—|—|—|—|

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