Plan Snapshot
- Plan Sponsor: Nuvance Health
- Sponsor EIN: 834214573
- Sponsor Address: 100 RESERVE ROAD, DANBURY, CT, 06810
- Plan Type: 403(b)
- Total Participants: 2,628
- Total Assets: $746.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,628 | $746.1M | $0 | $13.3M |
| 2023 | 2,323 | $705.0M | $0 | $12.1M |
| 2022 | 2,287 | $653.5M | $91,013 | $11.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $294,289 | $134,670 | $990 | — | — |
| 2023 | $271,446 | $121,905 | $1,020 | — | — |
| 2022 | $326,105 | $129,468 | — | — | — |