# New York Independent System Operator Health & Welfare Plan
Source: https://planprovider.pro/companies/new-york-independent-system-operator-141815612-507

> New York Independent System Operator's Health & Welfare plan: 628 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New York Independent System Operator

- **Sponsor EIN:** 141815612

- **Sponsor Address:** 10 KREY BOULEVARD, RENSSELAER, NY, 12144

- **Plan Type:** Health & Welfare

- **Plan Number:** 507

- **Total Participants:** 628

- **Total Assets:** $6.5M

## 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|628|$6.5M|$0|$259,859|

| 2023|599|$6.2M|$0|$242,126|

| 2022|569|$5.7M|$0|$223,515|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$15,900|—|$15,900|

| COMERICA BANK|Other Service Provider|$5,225|—|$5,225|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,125

- **Estimated Expense Ratio:** 0.325% 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|$21,124|$15,899|—|—|—|

| 2023|$19,419|$14,336|—|—|—|

| 2022|$22,793|$15,223|—|—|$7,570|

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