# Kaleida Health Corporate Benefits DB Plan
Source: https://planprovider.pro/companies/kaleida-health-corporate-benefits-plan

> Kaleida Health Corporate Benefits's DB plan: 5,918 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AUDAX DIRECT LENDING SOLUTIONS FUND|INVESTMENT MANAGER|$602,798|—|$602,798|

| USI CONSULTING GROUP|ACTUARIAL|$597,239|—|$597,239|

| MERCER|CONSULTANT|$378,025|—|$378,025|

| LAZARD ASSET MANAGEMENT LCC|INVESTMENT MANAGER|$276,251|—|$276,251|

| SANDS CAPITAL MANAGEMENT|INVESTMENT MANAGER|$167,567|—|$167,567|

| COHEN & STEERS CAPITAL MANAGEMENT|INVESTMENT MANAGER|$100,462|—|$100,462|

| DRA ADVISORS, LLC|INVESTMENT MANAGER|$94,060|—|$94,060|

| FRONTRANGE CAPITAL PARTNERS|INVESTMENT MANAGER|$91,909|—|$91,909|

| KALEIDA HEALTH|PLAN SPONSOR|$52,949|—|$52,949|

| LOOMIS, SAYLES & COMPANY LP|INVESTMENT MANAGER|$44,150|—|$44,150|

| BACKSTOP SOLUTIONS GROUP LLC|INVESTMENT MANAGER|$31,221|—|$31,221|

| ELLIOTT MANAGEMENT CORPORATION|INVESTMENT MANAGER|$25,738|—|$25,738|

| 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:** $2,462,369

- **Estimated Expense Ratio:** 0.289% 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|$2,466,829|$1,434,155|—|—|—|

| 2023|$2,443,917|$1,376,880|—|—|—|

| 2022|$2,227,343|$1,497,340|—|—|$649,256|

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