Back to filter
Original filing (PDF)20250514085825NAL0014065171001
THE BENECON GROUP, LLC
Form 5500
FILING_RECEIVED
THE BENECON GROUP, LLC GROUP MEDICAL PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
211
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BENECON GROUP, LLC.
Plan sponsor
Name
THE BENECON GROUP, LLC
EIN
23-1315351
Address
201 EAST OREGON ROAD, SUITE 100 · LITITZ, PA · 17543
Phone
(717) 723-4600
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-14
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | -$38K | — |
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.
Related plans
Other plans using HIGHMARK BLUE SHIELD (CENTRAL)
LIFT, INC.
LIFT, INC. WELFARE BENEFIT PLAN
$1.5M · 351 participants
PERSON DIRECTED SUPPORTS, INC.
PERSON DIRECTED SUPPORTS, INC. GROUP HEALTH PLAN
$909K · 148 participants
COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.
COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY GROUP HEALTH PLAN
$824K · 279 participants
ASHLAND FOUNDRY AND MACHINE WORKS, LLC
ASHLAND FOUNDRY AND MACHINE WORKS, LLC GROUP MEDICAL PLAN
$809K · 160 participants
THE MENNONITE HOME
THE MENNONITE HOME GROUP MEDICAL PLAN
$730K · 210 participants
TIMAC AGRO USA, INC.
TIMAC AGRO USA, INC. EMPLOYEE BENEFIT PLAN
$613K · 194 participants
Similar-size Insurance Agencies & Brokerages plans
HEALTH MARKETPLACE SOL LLC
HEALTH MARKETPLACE SOL LLC SOCA BENEFIT PLAN
$0
720 EMPLOYER GROUP LLC
720 EMPLOYER GROUP LLC 401(K) PLAN
$0
WITFAWN, INC.
WITFAWN 401(K) PLAN
$0
GENESIS INSURANCE AGENCY LLC
GENESIS INSURANCE AGENCY 401(K) PLAN
$0
KYLE LIBBY INSURANCE AGENCY INC.
KYLE LIBBY INSURANCE AGENCY INC. 401(K) PLAN
$0
MJN IMMIGRATION & INSURANCE LLC
MJN IMMIGRATION & INSURANCE LLC 401K PLAN
$0
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B