# Board Of Trustees - New York State Nurses Association Benefits Fund Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-benefits-fund-237336001-502

> Board Of Trustees - New York State Nurses Association Benefits Fund&#39;s Health &amp; Welfare plan: 0 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## 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:

- [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-benefits-fund-237336001-502)

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