# Middlesex Health 403(b) Plan
Source: https://planprovider.pro/companies/middlesex-health-403b-plan

> Middlesex Health's 403(b) plan: 5,194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Middlesex Health

- **Sponsor EIN:** 222676137

- **Sponsor Address:** 28 CRESCENT STREET, MIDDLETOWN, CT, 064573654

- **Plan Type:** 403(b)

- **Total Participants:** 5,194

- **Total Assets:** $473.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|5,194|$473.2M|$13.3M|$19.1M|

| 2023|5,007|$420.1M|$13.1M|$18.2M|

| 2022|4,898|$351.5M|$12.3M|$16.8M|

## 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|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$38,671|—|$38,671|

| KEITH WILLIAMS|NONE|$21,000|—|$21,000|

| MARTY BARON|NONE|$21,000|—|$21,000|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,671

- **Estimated Expense Ratio:** 0.017% 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|$461,726|$52,784|$407,596|—|—|

| 2023|$384,132|$40,633|$342,905|—|—|

| 2022|$292,150|—|$292,150|—|—|

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