Plan Snapshot
- Plan Sponsor: State Of Ny Unified Court System
- Sponsor EIN: 146013200
- Sponsor Address: 110 STATE STREET, ALBANY, NY, 12236
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 919
- Total Assets: $4.8M
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 | 919 | $4.8M | $2.2M | $9,477 |
| 2023 | 866 | $4.2M | $2.0M | $7,092 |
| 2022 | 813 | $3.5M | $1.9M | $6,073 |
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 |
|---|---|---|---|---|
| SUFFOLK COUNTY COURT EMPLOYEES ASSN | Other Service Provider | $97,166 | — | $97,166 |
| ADMINISTRATIVE SERVICES ONLY, INC | Other Service Provider | $48,643 | — | $48,643 |
| CITRIN COOPERMAN & COMPANY LLP | Other Service Provider | $28,876 | — | $28,876 |
| ARCHER, BYINGTON, GLENNON & LEVINE | Other Service Provider | $24,000 | — | $24,000 |
| ATALANTA SOSNOFF | Other Service Provider | $22,148 | — | $22,148 |
| SEGAL COMPANY | Other Service Provider | $20,000 | — | $20,000 |
| PENSION FUND EVALUATIONS | Other Service Provider | $6,700 | — | $6,700 |
| SUMMIT ACTUARIAL SERVICE, INC | Other Service Provider | $5,400 | — | $5,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $252,933
- Estimated Expense Ratio: 5.219% 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 | $278,141 | $22,148 | $48,643 | $28,876 | — |
| 2023 | $269,014 | $17,841 | $46,485 | $25,000 | — |
| 2022 | $269,779 | $15,903 | $44,784 | — | $80,830 |