# State Of Ny Unified Court System Health & Welfare Plan
Source: https://planprovider.pro/companies/state-of-ny-unified-court-system-146013200-501

> State Of Ny Unified Court System's Health & Welfare plan: 919 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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