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Original filing (PDF)20250414094101NAL0001595329001
UNITED COMMUNITY INDEPENDENCE PROGRAMS, INC.
Form 5500
FILING_RECEIVED
UNITED COMMUNITY INDEPENDENCE PROGRAMS, INC. GROUP MEDICAL PLAN
Health & welfare plan
Signals · 2
~2370 bps in Sched C feesNo recordkeeper disclosed
Active participants
220
Accounts w/ balance
—
Plan assets (EOY)
$248K
Net assets (EOY)
$248K
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
- 2370 bps in Schedule C fees — 1400% 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 UNITED COMMUNITY INDEPENDENCE PROGRAMS, INC..
Plan sponsor
Name
UNITED COMMUNITY INDEPENDENCE PROGRAMS, INC.
EIN
25-1197287
Address
17999 CUSSEWAGO ROAD · MEADVILLE, PA · 16335
Phone
(814) 336-4157
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MAHER DUESSEL CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $40K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $14K | — |
| HIGHMARK WEST | 23-1294723 | — | ADMIN | $5K | — |
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.
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