Plan Snapshot
- Plan Sponsor: Union Community Care
- Sponsor EIN: 231909490
- Sponsor Address: 454 NEW HOLLAND AVE, SUITE 300, LANCASTER, PA, 17602
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 377
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 377 | $18.1M | $797,718 | $1.5M |
| 2023 | 333 | $14.6M | $687,400 | $1.2M |
| 2022 | 361 | $11.6M | $556,413 | $1.1M |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Insurance Carrier | $6,049 | — | $6,049 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,049
- Estimated Expense Ratio: 0.033% 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 | $6,049 | — | — | — | — |
| 2023 | $5,114 | — | — | — | — |
| 2022 | $3,167 | — | — | — | — |