# Tree Brand Packaging, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/tree-brand-packaging-inc-561763763-501

> Tree Brand Packaging, INC.'s Health & Welfare plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tree Brand Packaging, INC.

- **Sponsor EIN:** 561763763

- **Sponsor Address:** 2800 WOODTECH DRIVE, NEWTON, NC, 28658

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 93

- **Total Assets:** $0

## 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|93|$0|$0|$0|

| 2024|85|$31,669|$729,004|$170,851|

| 2023|80|$85,529|$636,261|$182,006|

| 2022|66|$192,255|$493,604|$155,823|

## 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|

| ACS BENEFIT SERVICES, LLC|Other Service Provider|$55,520|—|$55,520|

| ECM SOLUTIONS|Investment Advisor|$24,175|—|$24,175|

| THE BENECON GROUP, LLC|Investment Advisor|$23,682|—|$23,682|

| CONNECTCARE3|Other Service Provider|$5,183|—|$5,183|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,560

### 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|-$53,973|—|—|—|—|

| 2024|$974,599|—|—|—|—|

| 2023|$955,541|—|—|—|—|

| 2022|$648,597|—|—|—|—|

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