Plan Snapshot
- Plan Sponsor: St. Barnabas Hospital INC.
- Sponsor EIN: 131740122
- Sponsor Address: 4422 THIRD AVENUE, BRONX, NY, 104572594
- Plan Type: DB
- Plan Number: 001
- Total Participants: 930
- Total Assets: $98.1M
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. |
|---|---|---|---|---|
| 2025 | 930 | $98.1M | $0 | $0 |
| 2024 | 207 | $91.1M | $1.3M | $0 |
| 2023 | 223 | $86.8M | $2.8M | $0 |
| 2022 | 238 | $78.2M | $934,950 | $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 |
|---|---|---|---|---|
| BPAS ACTUARIAL & PENSION SERVICES | Other Service Provider | $83,050 | — | $83,050 |
| BANK OF AMERICA | Other Service Provider | $72,047 | — | $72,047 |
| PRINCIPAL BANK | Other Service Provider | $41,115 | — | $41,115 |
| FUST CHARLES CHAMBER, LLP | Other Service Provider | $21,270 | — | $21,270 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,482
- Estimated Expense Ratio: 0.222% 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 |
|---|---|---|---|---|---|
| 2025 | $7,180,187 | $72,047 | — | $21,270 | — |
| 2024 | $588,650 | $71,937 | — | $20,795 | — |
| 2023 | $988,843 | $70,207 | — | $37,033 | — |
| 2022 | $852,854 | $111,048 | — | — | $118,838 |