# Nysna Retiree Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/nysna-retiree-health-fund-611617397-501

> Nysna Retiree Health Fund's Health & Welfare plan: 2,805 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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