Plan Snapshot
- Plan Sponsor: Ernst & Young U.S. LLP
- Sponsor EIN: 346565596
- Sponsor Address: 200 PLAZA DRIVE, SECAUCUS, NJ, 07094
- Plan Type: Health & Welfare
- Plan Number: 523
- Total Participants: 0
- Total Assets: $0
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 | $0 | $4.2M | $14.7M |
| 2023 | 0 | $3.5M | $2.5M | $14.5M |
| 2022 | 0 | $6.2M | $1.3M | $13.9M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE | Recordkeeper | $258,530 | — | $258,530 |
| EMPIRE BLUE CROSS BLUE SHIELD | Recordkeeper | $193,067 | — | $193,067 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $79,796 | — | $79,796 |
| CAREMARK | Recordkeeper | $50,221 | — | $50,221 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $581,614
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 | $584,081 | $584,081 | — | — | — |
| 2023 | $571,732 | $571,732 | — | — | — |
| 2022 | $630,335 | — | — | — | $630,335 |