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Original filing (PDF)20250727204201NAL0000819841001
BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN
Form 5500
FILING_RECEIVED
THE BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN HEALTH AND WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
~2094 bps in Sched C feesNo recordkeeper disclosed
Active participants
332
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$693K
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
- 2094 bps in Schedule C fees — 3927% above peer band of 52 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 BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN.
Plan sponsor
Name
BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN
EIN
52-0787237
Address
14299 BENEDICTINE LANE RIDGELY MD 2 · RIDGELY, MD · 21660
Phone
(410) 364-9620
Industry
Educational Servicessee 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
2025-07-27
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
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
MULLEN, SONDBERG, WIMBISH & STONE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACRISURE, LLC DBA TARPEY GROUP | 26-3554645 | — | BROKER | $73K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $36K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREFIRST | 52-1358219 | — | ADMIN | $89K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $12K | — |
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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