Plan Snapshot
- Plan Sponsor: Ithaca College
- Sponsor EIN: 150532204
- Sponsor Address: OFFICE OF HUMAN RESOURCES, ITHACA, NY, 14850
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 917
- Total Assets: $10.0M
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. |
|---|---|---|---|---|
| 2024 | 917 | $10.0M | $290,211 | $132,342 |
| 2023 | 1,006 | $9.0M | $162,757 | $139,747 |
| 2022 | 1,001 | $8.0M | $217,975 | $120,739 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $66,203 | — | $66,203 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,203
- Estimated Expense Ratio: 0.662% 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 | $66,203 | — | $66,203 | — | — |
| 2023 | $70,750 | — | $70,750 | — | — |
| 2022 | $73,054 | — | $73,054 | — | — |