Plan Snapshot
- Plan Sponsor: Health Research, INC.
- Sponsor EIN: 464309365
- Sponsor Address: 150 BROADWAY, MENANDS, NY, 12204
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 0
- Total Assets: $140.0M
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. |
|---|---|---|---|---|
| 2025 | 0 | $140.0M | $0 | $0 |
| 2024 | 0 | $125.2M | $3.0M | $0 |
| 2023 | 0 | $120.3M | $2.5M | $0 |
| 2022 | 0 | $105.2M | $2.4M | $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 |
|---|---|---|---|---|
| TIAA | Custodian / Trustee | $49,800 | — | $49,800 |
| BONADIO & CO., LLP | Auditor | $16,300 | — | $16,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,100
- Estimated Expense Ratio: 0.047% 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 |
|---|---|---|---|---|---|
| 2025 | $3,409,761 | — | — | — | — |
| 2024 | $86,366 | — | — | — | — |
| 2023 | $120,470 | — | — | — | — |
| 2022 | $116,884 | — | — | — | — |