Plan Snapshot
- Plan Sponsor: Umortgage, LLC
- Sponsor EIN: 811231555
- Sponsor Address: 100 N 18TH ST, PHILADELPHIA, PA, 19103
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 153
- 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. |
|---|---|---|---|---|
| 2024 | 153 | $0 | $0 | $0 |
| 2023 | 200 | $169,516 | $1.3M | $567,343 |
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 |
|---|---|---|---|---|
| VILLANOVA HEALTH AGENCY, LLC | Investment Advisor | $87,043 | — | $87,043 |
| THE BENECON GROUP | Investment Advisor | $48,964 | — | $48,964 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $28,432 | — | $28,432 |
| CONNECTCARE3 | Other Service Provider | $11,931 | — | $11,931 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,370
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 | — | — | — | — | — |
| 2023 | $183,022 | — | $183,022 | — | — |