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Original filing (PDF)20250415132133NAL0001506883001
SHARED SERVICES CONSORTIUM, LLC
Form 5500
FILING_RECEIVED
SHARED SERVICES HEALTH PLAN
Health & welfare plan
Signals · 3
~1041 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
2,730
Accounts w/ balance
—
Plan assets (EOY)
$17.5M
Net assets (EOY)
$15.8M
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
- 1041 bps in Schedule C fees — 3490% above peer band of 29 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 SERVICES CONSORTIUM, LLC.
Plan sponsor
Name
SHARED SERVICES CONSORTIUM, LLC
EIN
25-1882792
Address
C/O BENECON · 201 E. OREGON ROAD SUITE 100 · LITITZ, PA · 17543
Phone
(717) 723-4600
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK INC. | 23-1294723 | — | NONE | $689K | — |
| THE BENECON GROUP | 23-1315351 | — | NONE | $621K | — |
| GEISINGER INDEMNITY INSURANCE CO. | 23-2815174 | — | NONE | $120K | — |
| HENDERSON BROTHERS | 25-0543730 | — | NONE | $95K | — |
| UMR | 39-1995276 | — | NONE | $73K | — |
| UPMC | 25-1844144 | — | NONE | $60K | — |
| TOMPKINS INSURANCE AGENCY | 83-0389955 | — | NONE | $34K | — |
| INDEPENDENCE ADMINISTRATORS | 23-2184623 | — | NONE | $33K | — |
| STRICKLER AGENCY, INC. | 23-1605938 | — | NONE | $29K | — |
| EMPIRX HEALTH | — | MONTVALE, NJ | NONE | $24K | — |
| INNOVU | — | PITTSBURGH, PA | NONE | $15K | — |
| TRUESCRIPTS | 46-4334244 | — | NONE | $15K | — |
| SUSQUEHANNA INSURANCE | 23-2838726 | — | NONE | $10K | — |
| BSI CORPORATE BENEFITS LLC | 51-0467698 | — | NONE | $9K | — |
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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