Plan Snapshot
- Plan Sponsor: United Cerebral Palsy & Handicapped Pers Utica Area INC Employee Choic
- Sponsor EIN: 150543657
- Sponsor Address: 125 BUSINESS PARK DRIVE, UTICA, NY, 13502
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 1,279
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 1,279 | $0 | $0 | $0 |
| 2024 | 1,095 | $0 | $0 | $0 |
| 2023 | 597 | $0 | $0 | $0 |
| 2022 | 664 | $0 | $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 |
|---|---|---|---|---|
| EXCELLUS BLUE CROSS BLUE-SHIELD | Other Service Provider | $359,282 | — | $359,282 |
| DELTA DENTAL OF NEW YORK | Other Service Provider | $23,608 | — | $23,608 |
| DAVIS VISION, INC. | Other Service Provider | $7,151 | — | $7,151 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $390,041
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |