Plan Snapshot
- Plan Sponsor: United Health Services, INC.
- Sponsor EIN: 222682421
- Sponsor Address: 33-57 HARRISON STREET, JOHNSON CITY, NY, 13790
- Plan Type: DC
- Total Participants: 7,279
- Total Assets: $391.3M
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 | 7,279 | $391.3M | $10.2M | $30.1M |
| 2023 | 6,793 | $329.6M | $7.0M | $26.6M |
| 2022 | 6,652 | $270.4M | $6.4M | $23.4M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | RECORDKEEPER | $494,619 | — | $494,619 |
| HEALTH ASSOC OF NY BENEFIT SERVICES | INVESTMENT ADVISOR | $225,000 | — | $225,000 |
| VOYA RETIREMENT ADVISORS | INVESTMENT ADVISOR | $171,164 | — | $171,164 |
| FREED MAXICK, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEALTH ASSOC OF NY BENEFIT SERVICES — INVESTMENT ADVISOR
- VOYA RETIREMENT ADVISORS — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $890,783
- Estimated Expense Ratio: 0.228% 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 | $967,382 | $171,164 | $62,818 | — | — |
| 2023 | $744,333 | $105,326 | $45,463 | — | — |
| 2022 | $627,103 | — | — | — | — |