Plan Snapshot
- Plan Sponsor: Kaleida Health
- Sponsor EIN: 161533232
- Sponsor Address: 100 HIGH STREET, BUFFALO, NY, 14203
- Plan Type: 403(b)
- Total Participants: 10,136
- Total Assets: $723.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,136 | $723.5M | $0 | $51.1M |
| 2023 | 9,305 | $648.2M | $0 | $45.2M |
| 2022 | 8,221 | $571.2M | $0 | $40.8M |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $343,205 | $66,526 | $1,500 | — | — |
| 2023 | $294,680 | $36,209 | $1,500 | — | — |
| 2022 | $268,675 | $12,369 | — | — | — |