Plan Snapshot
- Plan Sponsor: The New York-Presbyterian Hospital
- Sponsor EIN: 133957095
- Sponsor Address: 525 EAST 68TH STREET BOX 38004, NEW YORK, NY, 10065
- Plan Type: 403(b)
- Total Participants: 50,152
- Total Assets: $4.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 50,152 | $4.8B | $18.2M | $374.7M |
| 2023 | 45,574 | $4.1B | $14.8M | $334.3M |
| 2022 | 41,528 | $3.3B | $13.8M | $295.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $1,844,636 | — | $1,844,636 |
| AON INVESTMENTS USA INC. | INVESTMENT ADVISOR | $159,089 | — | $159,089 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,003,725
- Estimated Expense Ratio: 0.041% 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 | $1,705,190 | $159,089 | — | — | — |
| 2023 | $1,976,429 | $28,404 | $1,909,480 | — | — |
| 2022 | $2,227,806 | $28,250 | $2,056,268 | — | $109,500 |