Plan Snapshot
- Plan Sponsor: Highmark Western And Northeastern New York INC.
- Sponsor EIN: 161105741
- Sponsor Address: 120 FIFTH AVENUE, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Total Participants: 1,009
- Total Assets: $223.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,009 | $223.6M | $0 | $0 |
| 2023 | 1,198 | $233.1M | $0 | $0 |
| 2022 | 1,344 | $231.3M | $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 |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | NONE | $183,271 | — | $183,271 |
| ALIGHT SOLUTIONS LLC | NONE | $23,957 | — | $23,957 |
| BAKER TILLY US, LLP | NONE | $17,800 | — | $17,800 |
| BLACKROCK INSTITUTIONAL | NONE | $5,542 | — | $5,542 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,570
- Estimated Expense Ratio: 0.103% 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 | $89,871 | $89,871 | — | — | — |
| 2023 | $100,840 | $100,840 | — | — | — |
| 2022 | $135,062 | $15,857 | — | — | — |