# University Orthopedics Center, Ltd. Health & Welfare Plan
Source: https://planprovider.pro/companies/university-orthopedics-center-ltd-251655314-503

> University Orthopedics Center, Ltd.'s Health & Welfare plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Orthopedics Center, Ltd.

- **Sponsor EIN:** 251655314

- **Sponsor Address:** 101 REGENT COURT, STATE COLLEGE, PA, 168017965

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 140

- **Total Assets:** $75,100

## 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|140|$75,100|$1.2M|$482,489|

| 2023|145|$316,316|$1.4M|$259,440|

| 2022|137|$309,473|$1.1M|$221,116|

## 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|

| UNIMERICA INSURANCE COMPANY|Other Service Provider|$498,754|—|$498,754|

| LUMINARE HEALTH BENEFITS, INC.|Other Service Provider|$101,809|—|$101,809|

| THE BENECON GROUP, INC|Other Service Provider|$37,381|—|$37,381|

| L.R. WEBBER ASSOCIATES|Other Service Provider|$34,920|—|$34,920|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $672,864

- **Estimated Expense Ratio:** 895.957% 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|$673,234|$37,381|$137,099|—|—|

| 2023|$172,310|—|$172,310|—|—|

| 2022|$172,759|—|$172,759|—|—|

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