Plan Snapshot
- Plan Sponsor: Catholic Health
- Sponsor EIN: 222565278
- Sponsor Address: HUMAN RESOURCES - 5TH FLOOR, BUFFALO, NY, 14203
- Plan Type: DB
- Total Participants: 99
- Total Assets: $24.5M
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 | 99 | $24.5M | $1.2M | $0 |
| 2023 | 113 | $24.9M | $708,000 | $0 |
| 2022 | 132 | $25.9M | $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 |
|---|---|---|---|---|
| FREED MAXICK, P.C. | Auditor | $12,800 | — | $12,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,800
- Estimated Expense Ratio: 0.052% 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 | $509,146 | $26,940 | — | $12,800 | — |
| 2023 | $602,764 | $51,879 | — | $12,500 | — |
| 2022 | $641,996 | $65,046 | $4,222 | — | $39,000 |