# Board Of Trustees Of 1199seiu Greater New York Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-1199seiu-greater-new-york-benefit-fund-136125570-501

> Board Of Trustees Of 1199seiu Greater New York Benefit Fund's 401(k) plan: 17,005 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of 1199seiu Greater New York Benefit Fund

- **Sponsor EIN:** 136125570

- **Sponsor Address:** P.O. BOX 842, NEW YORK, NY, 10108

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 17,005

- **Total Assets:** $325.0M

## 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|17,005|$325.0M|$222.3M|$0|

| 2023|16,159|$212.8M|$205.3M|$0|

| 2022|16,526|$115.0M|$209.4M|$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|

| 1199SEIU NATIONAL BENEFIT FUND FOR|Other Service Provider|$14,583,394|—|$14,583,394|

| EVERNORTH BEHAVIORAL HEALTH, INC.|Other Service Provider|$485,290|—|$485,290|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$432,727|—|$432,727|

| MEDCO HEALTH SOLUTIONS, INC.|Other Service Provider|$389,873|—|$389,873|

| 3BF PARTNERS LLC|Other Service Provider|$371,491|—|$371,491|

| MILLIMAN, INC.|Recordkeeper|$350,157|—|$350,157|

| KPMG LLP|Auditor|$301,079|—|$301,079|

| D.D. SERVICES INC|Other Service Provider|$213,786|—|$213,786|

| CVS PHARMACY, INC|Other Service Provider|$209,062|—|$209,062|

| ZELIS PAYMENTS HOLDINGS, LLC|Other Service Provider|$159,085|—|$159,085|

| INOVALON PROVIDER, INC|Other Service Provider|$87,168|—|$87,168|

| EMBLEM HEALTH SERVICES|Other Service Provider|$71,771|—|$71,771|

| STEP VISUAL COMMUNICATIONS LLC|Other Service Provider|$71,103|—|$71,103|

| CHANGE HEALTHCARE OPERATIONS, LLC|Other Service Provider|$65,923|—|$65,923|

| CHANGE HEALTHCARE LLC|Other Service Provider|$61,809|—|$61,809|

| MARTIN F.SCHEINMAN, ESQ|Other Service Provider|$48,000|—|$48,000|

| MED REVIEW INC|Other Service Provider|$30,378|—|$30,378|

| HEALTH MANAGEMENT SYSTEMS, INC.|Other Service Provider|$22,130|—|$22,130|

### Verified Provider Profiles

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

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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,954,226

- **Estimated Expense Ratio:** 5.525% 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|$16,199,538|$12,546|—|$301,079|—|

| 2023|$15,944,299|$35,447|—|$142,214|—|

| 2022|$15,832,454|$4,505|—|—|$1,061,591|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-1199seiu-greater-new-york-benefit-fund-136125570-501)

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