Plan Snapshot
- Plan Sponsor: Urban Health Plan, INC.
- Sponsor EIN: 237360305
- Sponsor Address: 1231 LAFAYETTE AVENUE SB, BRONX, NY, 104745343
- Plan Type: 401(k)
- Total Participants: 954
- Total Assets: $64.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 954 | $64.9M | $1.8M | $4.0M |
| 2023 | 867 | $55.3M | $1.7M | $3.8M |
| 2022 | 853 | $45.5M | $1.6M | $3.7M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $281,606 | — | $281,606 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $281,606
- Estimated Expense Ratio: 0.434% 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 | $281,606 | — | $281,606 | — | — |
| 2023 | $230,967 | — | $230,967 | — | — |
| 2022 | $188,587 | — | $188,587 | — | — |