# Umortgage, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/umortgage-llc-811231555-501

> Umortgage, LLC's Health & Welfare plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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