# The Health Federation Of Philadelphia Health & Welfare Plan
Source: https://planprovider.pro/companies/the-health-federation-of-philadelphia-232244355-501

> The Health Federation Of Philadelphia's Health & Welfare plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Health Federation Of Philadelphia

- **Sponsor EIN:** 232244355

- **Sponsor Address:** 123 SOUTH BROAD STREET, PHILADELPHIA, PA, 19109

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 299

- **Total Assets:** $1.7M

## 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|299|$1.7M|$5.1M|$596,503|

| 2023|290|$673,103|$2.6M|$1.5M|

| 2022|276|$818,487|$3.2M|$773,998|

## 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|$170,614|—|$170,614|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$98,029|—|$98,029|

| THE BENECON GROUP|Investment Advisor|$73,501|—|$73,501|

| CONNECTCARE3|Other Service Provider|$20,474|—|$20,474|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $362,618

- **Estimated Expense Ratio:** 21.745% 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|$1,539,980|$93,975|$268,643|—|—|

| 2023|$1,264,755|—|$240,322|—|—|

| 2022|$1,134,104|$93,976|$259,236|—|—|

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