# The York Water Company Health & Welfare Plan
Source: https://planprovider.pro/companies/the-york-water-company-231242500-501

> The York Water Company's Health & Welfare plan: 111 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The York Water Company

- **Sponsor EIN:** 231242500

- **Sponsor Address:** 130 EAST MARKET STREET, YORK, PA, 17401

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 111

- **Total Assets:** $671,459

## 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|111|$671,459|$0|$0|

| 2024|107|$404,473|$1.7M|$346,553|

| 2023|105|$248,455|$1.1M|$317,216|

| 2022|90|$467,582|$1.0M|$283,384|

## 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|

| MCCONKEY BENEFITS & FINANCIAL SVCS|Investment Advisor|$37,497|—|$37,497|

| HIGHMARK|Other Service Provider|$28,397|—|$28,397|

| BENEFIT MALL|Other Service Provider|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,894

- **Estimated Expense Ratio:** 11.005% 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|$1,832,399|—|—|—|—|

| 2024|$1,892,392|—|—|—|—|

| 2023|$1,683,684|—|—|—|—|

| 2022|$1,343,305|—|—|—|—|

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