# Ithaca College Health & Welfare Plan
Source: https://planprovider.pro/companies/ithaca-college-150532204-504

> Ithaca College's Health & Welfare plan: 917 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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