Plan Snapshot
- Plan Sponsor: United Memorial Medical Center
- Sponsor EIN: 160743029
- Sponsor Address: 127 NORTH STREET, BATAVIA, NY, 140201631
- Plan Type: DB
- Total Participants: 90
- Total Assets: $17.9M
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 | 90 | $17.9M | $820,000 | $0 |
| 2023 | 107 | $17.8M | $1.1M | $0 |
| 2022 | 119 | $16.3M | $80,000 | $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 |
|---|---|---|---|---|
| MERCER | ACTUARY | $65,425 | — | $65,425 |
| RELIANCE TRUST COMPANY | ASSET TRUSTEE/INV ADVISOR | $22,284 | — | $22,284 |
| WILLIS TOWERS WATSON | RECORDKEEPER | $6,461 | — | $6,461 |
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RELIANCE TRUST COMPANY — ASSET TRUSTEE/INV ADVISOR
- WILLIS TOWERS WATSON — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,170
- Estimated Expense Ratio: 0.526% 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 | $349,406 | — | — | — | — |
| 2023 | $486,933 | — | — | — | — |
| 2022 | $542,157 | $1,656 | — | — | $90,719 |