# United Health Services, INC. DC Plan
Source: https://planprovider.pro/companies/united-health-services-inc-plan

> United Health Services, INC.'s DC plan: 7,279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [VOYA RETIREMENT ADVISORS](https://planprovider.pro/provider/voya-financial) — 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|—|—|—|—|

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