# United Memorial Medical Center DB Plan
Source: https://planprovider.pro/companies/united-memorial-medical-center-plan

> United Memorial Medical Center's DB plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — ASSET TRUSTEE/INV ADVISOR

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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