# Via Of The Lehigh Valley, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/via-of-the-lehigh-valley-inc-231457999-506

> Via Of The Lehigh Valley, INC.'s Health & Welfare plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Via Of The Lehigh Valley, INC.

- **Sponsor EIN:** 231457999

- **Sponsor Address:** 336 W. SPRUCE STREET, BETHLEHEM, PA, 18018

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 89

- **Total Assets:** $69,526

## 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|89|$69,526|$855,745|$139,181|

| 2023|98|$14,507|$678,922|$70,715|

| 2022|69|$7,481|$491,558|$89,387|

## 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|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$56,018|—|$56,018|

| THE BENECON GROUP|Investment Advisor|$26,739|—|$26,739|

| CAPITAL BLUE CROSS|Other Service Provider|$20,193|—|$20,193|

| HY HOLDINGS INC.|Investment Advisor|$9,861|—|$9,861|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BSI CORPORATE BENEFITS, LLC](https://planprovider.pro/provider/employee-fiduciary) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,811

- **Estimated Expense Ratio:** 162.257% 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|$1,529,250|—|—|—|—|

| 2023|$831,412|—|—|—|—|

| 2022|$619,268|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/via-of-the-lehigh-valley-inc-231457999-506)

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