# Trustees Of Susquehanna Laborers Combined Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-susquehanna-laborers-combined-health-and-welfare-fund-236426910-501

> Trustees Of Susquehanna Laborers Combined Health And Welfare Fund's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Susquehanna Laborers Combined Health And Welfare Fund

- **Sponsor EIN:** 236426910

- **Sponsor Address:** 3031 B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $452,369

## 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|0|$452,369|$122,982|$0|

| 2023|0|$876,332|$1.8M|$205,698|

| 2022|102|$2.0M|$2.4M|$379,410|

## 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|

| HEALTHCARE STRATEGIES INC|Other Service Provider|$203,989|—|$203,989|

| BREIER GROUP CONSULTING|Other Service Provider|$46,225|—|$46,225|

| DOMENIC A BELLISARIO|Other Service Provider|$7,522|—|$7,522|

| US BANK NA|Recordkeeper|$6,970|—|$6,970|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [US BANK NA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $264,706

- **Estimated Expense Ratio:** 58.516% 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|$287,619|$7,660|$203,989|$15,000|—|

| 2023|$491,260|$8,836|$178,300|$37,025|—|

| 2022|$524,402|$9,682|$178,666|—|$195,488|

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