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Original filing (PDF)20250804091553NAL0003116210001
SHARED SUPPORT INC.
Form 5500
FILING_RECEIVED
SHARED SUPPORT INC. EMPLOYEE HEALTH PLAN
Health & welfare plan
Signals · 2
~946 bps in Sched C feesNo recordkeeper disclosed
Active participants
192
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$806K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 946 bps in Schedule C fees — 1720% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARED SUPPORT INC..
Plan sponsor
Name
SHARED SUPPORT INC.
EIN
20-2881218
Address
218 BRIDGE AVENUE · SUNBURY, PA · 17801
Phone
(570) 286-4982
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
YOUNG, OAKES, BROWN & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $37K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | BROKER | $25K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $39K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.