Plan Snapshot
- Plan Sponsor: Board Of Trustees - New York State Nurses Association Benefits Fund
- Sponsor EIN: 237336001
- Sponsor Address: PO BOX 12430, ALBANY, NY, 122122430
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $1.7M
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 | 0 | $1.7M | $0 | $0 |
| 2023 | 0 | $1.8M | $0 | $0 |
| 2022 | 0 | $2.5M | $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 |
|---|---|---|---|---|
| PROSKAUER ROSE, LLP | Other Service Provider | $28,438 | — | $28,438 |
| COHEN WEISS & SIMON | Other Service Provider | $13,333 | — | $13,333 |
| UHY, LLP | Auditor | $8,000 | — | $8,000 |
| MILLIMAN | Recordkeeper | $7,712 | — | $7,712 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,483
- Estimated Expense Ratio: 3.400% 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 | $58,978 | — | — | $8,000 | — |
| 2023 | $29,158 | — | $4,527 | $10,000 | — |
| 2022 | $81,426 | — | $17,424 | — | $27,490 |