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Original filing (PDF)20240604101731NAL0039867074001

BENDER ELECTRONICS INC

Form 5500
FILING_RECEIVED
BENDER ELECTRONICS, INCORPORATED EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
80
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
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 BENDER ELECTRONICS INC.
Plan sponsor
Name
BENDER ELECTRONICS INC
EIN
51-0269317
Address
420 EAGLEVIEW BOULEVARD · EXTON, PA · 19341
Phone
(484) 288-7429
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-04
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
UNIVEST INSURANCE23-3021746BROKER$51K
THE BENECON GROUP, LLC23-1315351BROKER$17K
Insurance
1
NameEINLocationRelationDirect compIndirect comp
MERITAIN HEALTH, AN AETNA COMPANY16-1264154CARRIER$7K
Other
1
NameEINLocationRelationDirect compIndirect comp
CONNECTCARE326-1768616PATIENT ADVOCATE$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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