# Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar DB Plan
Source: https://planprovider.pro/companies/brd-of-trustees-emblemhealth-srvc-co-cash-bal-pln-for-coll-bar-plan

> Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar's DB plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-trustees-emblemhealth-srvc-co-cash-bal-pln-for-coll-bar-plan)

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