Plan Snapshot
- Plan Sponsor: St. Luke'S Cornwall Hospital
- Sponsor EIN: 141340054
- Sponsor Address: 70 DUBOIS STREET, NEWBURGH, NY, 12550
- Plan Type: 403(b)
- Total Participants: 1,423
- Total Assets: $109.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,423 | $109.6M | $1.7M | $6.2M |
| 2023 | 1,412 | $99.4M | $1.4M | $5.6M |
| 2022 | 1,297 | $87.7M | $1.4M | $5.2M |
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 |
|---|---|---|---|---|
| RBT CPAS, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50,089 | — | — | — | — |
| 2023 | $28,072 | — | — | — | — |
| 2022 | $71,559 | — | — | — | — |