Plan Snapshot
- Plan Sponsor: Stamford Health, INC.
- Sponsor EIN: 222476636
- Sponsor Address: HUMAN RESOURCES- BENEFITS, STAMFORD, CT, 069049317
- Plan Type: DB
- Plan Number: 004
- Total Participants: 0
- Total Assets: $504,127
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. |
|---|---|---|---|---|
| 2023 | 0 | $504,127 | $0 | $0 |
| 2022 | 275 | $264.6M | $0 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $1,100,000 | — | $1,100,000 |
| LEGAL AND GNRL INVSMT MGMT AMERICA | Other Service Provider | $135,945 | — | $135,945 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $110,000 | — | $110,000 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $50,000 | — | $50,000 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,406,945
- Estimated Expense Ratio: 279.085% 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 |
|---|---|---|---|---|---|
| 2023 | $37,030,054 | $832,947 | — | — | — |
| 2022 | $2,137,655 | $153,792 | — | — | $1,105,232 |