# New York University Health & Welfare Plan
Source: https://planprovider.pro/companies/new-york-university-135562308-530

> New York University's Health & Welfare plan: 0 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 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.](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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