# Health Research, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/health-research-inc-464309365-506

> Health Research, INC.'s Health & Welfare plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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