Plan Snapshot
- Plan Sponsor: Nysna Retiree Health Fund
- Sponsor EIN: 611617397
- Sponsor Address: 131 W. 33RD STREET, NEW YORK, NY, 10001
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,805
- Total Assets: $4.6M
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 | 2,805 | $4.6M | $1.1M | $0 |
| 2023 | 2,643 | $4.6M | $1.3M | $0 |
| 2022 | 2,590 | $4.4M | $985,181 | $0 |
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 |
|---|---|---|---|---|
| CIUNI & PANICHI | Other Service Provider | $26,550 | — | $26,550 |
| BENEFITS ADMINISTRATIVE SERVICES CO | Other Service Provider | $16,186 | — | $16,186 |
| THE SEGAL CO. | Other Service Provider | $9,479 | — | $9,479 |
| MILLIMAN | Recordkeeper | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,215
- Estimated Expense Ratio: 1.279% 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 | $59,310 | — | $16,186 | $26,550 | — |
| 2023 | $76,250 | — | $14,546 | $31,013 | — |
| 2022 | $42,390 | — | $13,781 | — | $23,868 |