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Original filing (PDF)20260203091240NAL0001213027001
BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION
Form 5500
FILING_RECEIVED
BRYN MAWR MEDICAL SPECIALISTS FLEXIBLE BENEFITS PLAN
Health & welfare plan
Signals · 3
Late filing · 2.6 mo~2953 bps in Sched C feesNo recordkeeper disclosed
Active participants
221
Accounts w/ balance
—
Plan assets (EOY)
$537K
Net assets (EOY)
$537K
Plan health score (directional)
81
/ 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
90
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- 2953 bps in Schedule C fees — 1769% above peer band of 158 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 BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION.
Plan sponsor
Name
BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION
EIN
23-1714249
Address
825 OLD LANCASTER ROAD, SUITE 320 · BRYN MAWR, PA · 19010
Phone
(610) 527-3800
Industry
Offices of Physicians· 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
2026-02-03
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
STEPHANO SLACK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | 84-3134502 | — | BROKER | $76K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $43K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS (IA) | 23-2184623 | — | ADMIN | $25K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $14K | — |
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.