# Albany Med Health System DB Plan
Source: https://planprovider.pro/companies/albany-med-health-system-plan-003

> Albany Med Health System's DB plan: 7,970 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Albany Med Health System

- **Sponsor EIN:** 141641730

- **Sponsor Address:** 43 NEW SCOTLAND AVENUE, ALBANY, NY, 12208

- **Plan Type:** DB

- **Total Participants:** 7,970

- **Total Assets:** $289.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,970|$289.7M|$14.2M|$0|

| 2023|7,988|$287.1M|$756,998|$0|

| 2022|7,722|$307.7M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MILLIMAN INC.|NONE|$481,139|—|$481,139|

| GOLDMAN SACHS|NONE|$146,536|—|$146,536|

| VICTORY CAPITAL MGMT KEY TRUST CO.|NONE|$97,807|$33,687|$131,494|

| CONNING, INC.|NONE|$49,554|—|$49,554|

| ACCUPRINT|NONE|$38,095|—|$38,095|

| VERRILL|NONE|$30,026|—|$30,026|

| EDGEWOOD MANAGEMENT LLC|NONE|$29,725|—|$29,725|

| RYDER COURT GLOBAL|NONE|$29,004|—|$29,004|

| VAN BERKOM & ASSOCIATES|NONE|$22,023|—|$22,023|

| WESTFIELD CAPITAL MANAGEMENT CO.|NONE|$20,319|—|$20,319|

| UHY LLP|NONE|$15,759|—|$15,759|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN INC.](https://planprovider.pro/provider/milliman) — NONE

- [GOLDMAN SACHS](https://planprovider.pro/provider/goldman-sachs) — NONE

- [VERRILL](https://planprovider.pro/provider/verrill) — NONE

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $993,674

- **Estimated Expense Ratio:** 0.343% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,190,939|$175,630|—|$15,759|—|

| 2023|$2,532,435|$623,442|—|—|—|

| 2022|$2,414,371|$658,332|—|—|—|

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