Plan Snapshot
- Plan Sponsor: Sarah Lawrence College
- Sponsor EIN: 237223216
- Sponsor Address: 1 MEAD WAY, BRONXVILLE, NY, 10708
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 270
- Total Assets: $4.1M
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 | 270 | $4.1M | $2,501 | $175,045 |
| 2023 | 293 | $3.8M | $38,752 | $163,885 |
| 2022 | 343 | $3.4M | $296,094 | $156,651 |
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 |
|---|---|---|---|---|
| SARAH LAWRENCE COLLEGE | Other Service Provider | $25,225 | — | $25,225 |
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $13,429 | — | $13,429 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,654
- Estimated Expense Ratio: 0.952% 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 | $38,654 | — | $13,429 | $25,225 | — |
| 2023 | $14,029 | — | $14,029 | — | — |
| 2022 | $13,327 | — | $13,327 | — | — |