Plan Snapshot
- Plan Sponsor: New York University
- Sponsor EIN: 135562308
- Sponsor Address: ONE PARK AVENUE, NEW YORK, NY, 10016
- Plan Type: Health & Welfare
- Plan Number: 530
- Total Participants: 0
- Total Assets: $4.0M
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 | 0 | $4.0M | $832,580 | $2.4M |
| 2023 | 0 | $8.9M | $1.7M | $2.6M |
| 2022 | 719 | $9.6M | $2.0M | $2.5M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE | Other Service Provider | $296,459 | — | $296,459 |
| SILVERSCRIPTS | Other Service Provider | $52,326 | — | $52,326 |
| HEALTHEQUITY | Other Service Provider | $41,727 | — | $41,727 |
| CVS/CAREMARK | Other Service Provider | $37,849 | — | $37,849 |
| FORVIS MAZARS, LLP | Other Service Provider | $20,441 | — | $20,441 |
| BUCK GLOBAL LLC | Other Service Provider | $12,210 | — | $12,210 |
| JP MORGAN CHASE BANK, N.A. | Recordkeeper | $8,362 | — | $8,362 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $469,374
- Estimated Expense Ratio: 11.753% 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 | $455,206 | — | — | — | — |
| 2023 | $372,426 | — | — | — | — |
| 2022 | $367,698 | — | — | — | $367,698 |