Plan Snapshot
- Plan Sponsor: Kaleida Health Corporate Benefits
- Sponsor EIN: 161533232
- Sponsor Address: 100 HIGH STREET, BOX 209, BUFFALO, NY, 14203
- Plan Type: DB
- Total Participants: 5,918
- Total Assets: $851.8M
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 | 5,918 | $851.8M | $47.0M | $0 |
| 2023 | 5,585 | $775.7M | $33.3M | $0 |
| 2022 | 5,268 | $708.0M | $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 |
|---|---|---|---|---|
| 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 | $2,466,829 | $1,434,155 | — | — | — |
| 2023 | $2,443,917 | $1,376,880 | — | — | — |
| 2022 | $2,227,343 | $1,497,340 | — | — | $649,256 |