# Sarah Lawrence College Health & Welfare Plan
Source: https://planprovider.pro/companies/sarah-lawrence-college-237223216-520

> Sarah Lawrence College's Health & Welfare plan: 270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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