Plan Snapshot
- Plan Sponsor: Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar
- Sponsor EIN: 261330097
- Sponsor Address: 55 WATER STREET, 11TH FLOOR, NEW YORK, NY, 100418190
- Plan Type: DB
- Total Participants: 36
- Total Assets: $882,321
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 | 36 | $882,321 | $156,000 | $0 |
| 2023 | 48 | $1.1M | $142,000 | $0 |
| 2022 | 73 | $1.0M | $123,000 | $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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $36,287 | — | $36,287 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,287
- Estimated Expense Ratio: 4.113% 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 | $157,010 | $331 | — | $36,287 | — |
| 2023 | $167,902 | $330 | — | $33,806 | — |
| 2022 | $98,768 | $251 | — | — | $80,213 |