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

> Nuvance Health's 403(b) plan: 2,628 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$134,670|—|$134,670|

| FID INV INSTL OPS|RECORDKEEPER|$78,868|—|$78,868|

| GYL FINANCIAL SYNERGIES|CONSULTING|$55,790|—|$55,790|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$22,000|—|$22,000|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FID INV INSTL OPS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $291,328

- **Estimated Expense Ratio:** 0.039% 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|$294,289|$134,670|$990|—|—|

| 2023|$271,446|$121,905|$1,020|—|—|

| 2022|$326,105|$129,468|—|—|—|

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