# Union Community Care Health & Welfare Plan
Source: https://planprovider.pro/companies/union-community-care-231909490-503

> Union Community Care's Health & Welfare plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Community Care

- **Sponsor EIN:** 231909490

- **Sponsor Address:** 454 NEW HOLLAND ROAD, LANCASTER, PA, 17602

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 245

- **Total Assets:** $304,799

## 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|245|$304,799|$2.6M|$501,367|

| 2023|232|$496,777|$604,784|$104,342|

## 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|

| ASSUREDPARTNERS (CENTRAL PA)|Investment Advisor|$90,792|—|$90,792|

| THE BENECON GROUP|Investment Advisor|$44,705|—|$44,705|

| CONNECTCARE3|Other Service Provider|$15,020|—|$15,020|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150,517

- **Estimated Expense Ratio:** 49.382% 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|$139,918|—|$49,126|—|—|

| 2023|$23,459|—|$707|—|—|

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