Plan Snapshot
- Plan Sponsor: Nuvance Health
- Sponsor EIN: 834214573
- Sponsor Address: 100 RESERVE ROAD, DANBURY, CT, 06810
- Plan Type: DC
- Total Participants: 10,383
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 10,383 | $1.2B | $56.9M | $94.4M |
| 2023 | 10,293 | $1.0B | $52.5M | $85.4M |
| 2022 | 9,977 | $792.5M | $49.6M | $76.9M |
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 |
|---|---|---|---|---|
| FID INV INTL OPS CO | NONE | $763,277 | — | $763,277 |
| STRATEGIC ADVISORS, INC | INV. ADVISORY | $176,215 | — | $176,215 |
| GYL FINANCIAL SYNERGIES | CONSULTANT | $48,684 | — | $48,684 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INTL OPS CO — NONE
- STRATEGIC ADVISORS, INC — INV. ADVISORY
- 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: $988,176
- Estimated Expense Ratio: 0.080% 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 | $988,126 | $176,215 | $2,400 | — | — |
| 2023 | $979,642 | $123,337 | $1,800 | — | — |
| 2022 | $604,318 | $90,618 | — | — | — |